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LifeGoal Wealth Advisors’s Molina Healthcare MOH Stock Holding History

LifeGoal Wealth Advisors’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300K Buy
1,585
+107
+7% +$22.1K 0.09% 137
2026
Q2 		$338K Buy
+1,478
New +$268K 0.15% 88

Other funds holding MOH

PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

LifeGoal Wealth Advisors's MOH Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Molina Healthcare (MOH) stake by 7.2% in Q3 2026, buying an estimated $22.1K and bringing the position to 1,585 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #137.

LifeGoal Wealth Advisors first reported a position in MOH in Q2 2026 and has held it in 2 quarters since. The position peaked at $338K in Q2 2026. 13 funds tracked by Wall St. Rank hold MOH as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,585 shares of Molina Healthcare worth $300K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 107 Molina Healthcare shares in Q3 2026, an estimated $22.1K.
  • Molina Healthcare made up 0.09% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #137 holding.
  • LifeGoal Wealth Advisors first reported a position in Molina Healthcare in Q2 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Molina Healthcare position peaked at $338K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Molina Healthcare as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.