Moran Wealth Management’s Affirm AFRM Stock Holding History

Moran Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-35,948	Closed	-$1.65M	–	492
2026 Q1	$1.65M	Buy	+35,948	New	+$2.08M	0.05%	330
2025 Q4	–	Sell	-5,741	Closed	-$420K	–	486
2025 Q3	$420K	Buy	5,741 +2,218	+63%	+$169K	0.01%	427
2025 Q2	$244K	Buy	+3,523	New	+$183K	0.01%	460

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Moran Wealth Management's AFRM Position: Q2 2026 in Review

Moran Wealth Management sold out of Affirm (AFRM) in Q2 2026, closing a stake of 35,948 shares — an estimated $1.65M sold.

Moran Wealth Management first reported a position in AFRM in Q2 2025 and held it in 3 quarters. The position peaked at $1.65M in Q1 2026. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Moran Wealth Management reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 35,948 Affirm shares in Q2 2026, an estimated $1.65M.
Moran Wealth Management first reported a position in Affirm in Q2 2025 and held it in 3 quarters.
Moran Wealth Management's Affirm position peaked at $1.65M in Q1 2026.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.