Moran Wealth Management’s Barrick Mining B Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9M	Buy	267,263 +127,542	+91%	+$5.89M	0.33%	100
2025 Q4	$6.08M	Buy	139,721 +1,894	+1%	+$71.1K	0.19%	164
2025 Q3	$4.52M	Sell	137,827 -64,697	-32%	-$1.64M	0.14%	188
2025 Q2	$4.22M	Sell	202,524 -13,670	-6%	-$267K	0.13%	206
2025 Q1	$4.2M	Buy	216,194 +1,574	+0.7%	+$27.6K	0.14%	199
2024 Q4	$3.33M	Buy	214,620 +4,052	+2%	+$73.7K	0.11%	214
2024 Q3	$4.19M	Sell	210,568 -861	-0.4%	-$16.4K	0.13%	192
2024 Q2	$3.53M	Buy	211,429 +31,083	+17%	+$528K	0.12%	202
2024 Q1	$3M	Buy	+180,346	New	+$2.82M	0.1%	221

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moran Wealth Management's B Position: Q1 2026 in Review

Moran Wealth Management increased its Barrick Mining (B) stake by 91% in Q1 2026, buying an estimated $5.89M and bringing the position to 267,263 shares worth $10.9M. The position accounts for 0.33% of the portfolio, ranked #100.

Moran Wealth Management first reported a position in B in Q1 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

Moran Wealth Management held 267,263 shares of Barrick Mining worth $10.9M as of Q1 2026.
Moran Wealth Management bought 127,542 Barrick Mining shares in Q1 2026, an estimated $5.89M.
Barrick Mining made up 0.33% of Moran Wealth Management's portfolio in Q1 2026, its #100 holding.
Moran Wealth Management first reported a position in Barrick Mining in Q1 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.