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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return