MWM
RPC

Moran Wealth Management’s Ridgepost Capital RPC Stock Holding History

Moran Wealth Management’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-41,443
Closed -$451K – 531
2025
Q3 		$451K Buy
41,443
+4,034
+11% +$48K 0.01% 414
2025
Q2 		$382K Buy
+37,409
New +$401K 0.01% 438

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moran Wealth Management's RPC Position: Q4 2025 in Review

Moran Wealth Management sold out of Ridgepost Capital (RPC) in Q4 2025, closing a stake of 41,443 shares — an estimated $451K sold.

Moran Wealth Management first reported a position in RPC in Q2 2025 and held it in 2 quarters. The position peaked at $451K in Q3 2025. 117 funds tracked by Wall St. Rank hold RPC as of Q4 2025.

  • Moran Wealth Management reported no remaining Ridgepost Capital position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 41,443 Ridgepost Capital shares in Q4 2025, an estimated $451K.
  • Moran Wealth Management first reported a position in Ridgepost Capital in Q2 2025 and held it in 2 quarters.
  • Moran Wealth Management's Ridgepost Capital position peaked at $451K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Ridgepost Capital as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.