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Moran Wealth Management’s Commercial Metals CMC Stock Holding History

Moran Wealth Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,595
Closed -$567K – 504
2025
Q2 		$567K Sell
11,595
-1,748
-13% -$81K 0.02% 394
2025
Q1 		$614K Sell
13,343
-623
-4% -$30.3K 0.02% 353
2024
Q4 		$693K Sell
13,966
-46,406
-77% -$2.62M 0.02% 336
2024
Q3 		$3.32M Buy
60,372
+46,547
+337% +$2.52M 0.1% 218
2024
Q2 		$760K Buy
13,825
+1,085
+9% +$59.9K 0.03% 304
2024
Q1 		$749K Buy
12,740
+198
+2% +$10.5K 0.02% 311
2023
Q4 		$628K Sell
12,542
-898
-7% -$40.9K 0.02% 325
2023
Q3 		$664K Sell
13,440
-1,281
-9% -$69.7K 0.03% 290
2023
Q2 		$775K Sell
14,721
-6,318
-30% -$295K 0.03% 262
2023
Q1 		$1.03M Buy
21,039
+1,981
+10% +$103K 0.04% 256
2022
Q4 		$921K Buy
+19,058
New +$874K 0.03% 259

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Moran Wealth Management's CMC Position: Q3 2025 in Review

Moran Wealth Management sold out of Commercial Metals (CMC) in Q3 2025, closing a stake of 11,595 shares — an estimated $567K sold.

Moran Wealth Management first reported a position in CMC in Q4 2022 and held it in 11 quarters. The position peaked at $3.32M in Q3 2024. 425 funds tracked by Wall St. Rank hold CMC as of Q3 2025.

  • Moran Wealth Management reported no remaining Commercial Metals position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 11,595 Commercial Metals shares in Q3 2025, an estimated $567K.
  • Moran Wealth Management first reported a position in Commercial Metals in Q4 2022 and held it in 11 quarters.
  • Moran Wealth Management's Commercial Metals position peaked at $3.32M in Q3 2024.
  • 425 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.