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Monograph Wealth Advisors’s Lionsgate Studios LION Stock Holding History

Monograph Wealth Advisors’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Sell
12,981
-7,500
-37% -$96.9K 0.02% 139
2026
Q1 		$196K Hold
20,481
– – 0.02% 140
2025
Q4 		$187K Hold
20,481
– – 0.02% 130
2025
Q3 		$141K Hold
20,481
– – 0.01% 138
2025
Q2 		$119K Buy
+20,481
New +$137K 0.01% 124

Other funds holding LION

MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Monograph Wealth Advisors's LION Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Lionsgate Studios (LION) stake by 37% in Q2 2026, selling an estimated $96.9K and leaving 12,981 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #139.

Monograph Wealth Advisors first reported a position in LION in Q2 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold LION as of Q2 2026.

  • Monograph Wealth Advisors held 12,981 shares of Lionsgate Studios worth $199K as of Q2 2026.
  • Monograph Wealth Advisors sold 7,500 Lionsgate Studios shares in Q2 2026, an estimated $96.9K.
  • Lionsgate Studios made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Monograph Wealth Advisors first reported a position in Lionsgate Studios in Q2 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held Lionsgate Studios as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.