MWM
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Moran Wealth Management’s Transcat TRNS Stock Holding History

Moran Wealth Management’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,793
Closed -$458K – 457
2024
Q3 		$458K Buy
3,793
+1,269
+50% +$158K 0.01% 379
2024
Q2 		$302K Buy
+2,524
New +$298K 0.01% 374

Other funds holding TRNS

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Moran Wealth Management's TRNS Position: Q4 2024 in Review

Moran Wealth Management sold out of Transcat (TRNS) in Q4 2024, closing a stake of 3,793 shares — an estimated $458K sold.

Moran Wealth Management first reported a position in TRNS in Q2 2024 and held it in 2 quarters. The position peaked at $458K in Q3 2024. 137 funds tracked by Wall St. Rank hold TRNS as of Q4 2024.

  • Moran Wealth Management reported no remaining Transcat position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 3,793 Transcat shares in Q4 2024, an estimated $458K.
  • Moran Wealth Management first reported a position in Transcat in Q2 2024 and held it in 2 quarters.
  • Moran Wealth Management's Transcat position peaked at $458K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Transcat as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.