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MWM

Moran Wealth Management Portfolio holdings

AUM $3.67B
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFIN icon
501
Donnelley Financial Solutions
DFIN
$1.25B
– –
-45,493
Closed -$2.14M
DUSB icon
502
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.26B
– –
-65,525
Closed -$3.32M
DVA icon
503
DaVita
DVA
$11.7B
– –
-1,509
Closed -$232K
EIX icon
504
Edison International
EIX
$21.8B
– –
-3,625
Closed -$265K
EMQQ icon
505
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
– –
-42,051
Closed -$1.39M
EQT icon
506
EQT Corp
EQT
$34.5B
– –
-3,890
Closed -$248K
ETR icon
507
Entergy
ETR
$51.3B
– –
-2,932
Closed -$329K
FHI icon
508
Federated Hermes
FHI
$4.66B
– –
-3,873
Closed -$220K
GCT icon
509
GigaCloud Technology
GCT
$1.85B
– –
-5,443
Closed -$247K
GIS icon
510
General Mills
GIS
$20.5B
– –
-258,987
Closed -$9.64M
GNRC icon
511
Generac Holdings
GNRC
$11.1B
– –
-16,217
Closed -$3.17M
COLO
512
Global X MSCI Colombia ETF
COLO
$224M
– –
-294,851
Closed -$11.7M
HIG icon
513
Hartford Financial Services
HIG
$37.5B
– –
-42,780
Closed -$5.79M
HRTG icon
514
Heritage Insurance Holdings
HRTG
$1.01B
– –
-11,011
Closed -$289K
IBIT icon
515
iShares Bitcoin Trust
IBIT
$61.8B
– –
-18,796
Closed -$722K
INBX icon
516
Inhibrx
INBX
$1.78B
– –
-3,163
Closed -$213K
INGR icon
517
Ingredion
INGR
$6.39B
– –
-46,368
Closed -$5.22M
INTU icon
518
Intuit
INTU
$91B
– –
-36,256
Closed -$15.7M
ION icon
519
ProShares S&P Global Core Battery Metals ETF
ION
$13.1M
– –
-17,667
Closed -$999K
KALU icon
520
Kaiser Aluminum
KALU
$2.68B
– –
-1,776
Closed -$214K
LOW icon
521
Lowe's Companies
LOW
$115B
– –
-67,054
Closed -$15.8M
LULU icon
522
lululemon athletica
LULU
$11.4B
– –
-33,342
Closed -$5.1M
OC icon
523
Owens Corning
OC
$11B
– –
-63,525
Closed -$6.87M
ONON icon
524
On Holding
ONON
$9.35B
– –
-133,788
Closed -$4.55M
OPFI icon
525
OppFi
OPFI
$632M
– –
-10,908
Closed -$84.1K
19 20
21
22 23

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PCMI
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LIP
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AC
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BP
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QCG
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WPC
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MCM
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Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.