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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
UBER icon
176
Uber
UBER
$154B
$6.52M 0.18%
90,293
+14,137
+19% +$1.04M
NDAQ icon
177
Nasdaq
NDAQ
$54.1B
$6.51M 0.18%
+82,618
New +$7.25M
EXPE icon
178
Expedia Group
EXPE
$35.8B
$6.43M 0.18%
+25,127
New +$5.97M
ACGL icon
179
Arch Capital
ACGL
$33.6B
$6.41M 0.17%
66,076
-2,790
-4% -$263K
OKE icon
180
Oneok
OKE
$59.9B
$6.36M 0.17%
73,121
-7,974
-10% -$702K
HALO icon
181
Halozyme
HALO
$12.5B
$6.29M 0.17%
80,381
+49,904
+164% +$3.4M
LGND icon
182
Ligand Pharmaceuticals
LGND
$5.7B
$6.26M 0.17%
19,790
+484
+3% +$114K
BKNG icon
183
Booking.com
BKNG
$145B
$6.21M 0.17%
34,844
-1,056
-3% -$180K
IBN icon
184
ICICI Bank
IBN
$109B
$6.2M 0.17%
213,523
+20,109
+10% +$544K
FOXA icon
185
Fox Class A
FOXA
$27.7B
$6.18M 0.17%
118,442
-5,807
-5% -$359K
IESC icon
186
IES Holdings
IESC
$12.6B
$6.12M 0.17%
16,664
-774
-4% -$250K
VONV icon
187
Vanguard Russell 1000 Value ETF
VONV
$21.9B
$5.99M 0.16%
56,355
-16,377
-23% -$1.67M
FERG icon
188
Ferguson
FERG
$44.1B
$5.95M 0.16%
25,063
-870
-3% -$210K
FIS icon
189
Fidelity National Information Services
FIS
$21.4B
$5.88M 0.16%
151,272
+45,589
+43% +$1.97M
ASTS icon
190
AST SpaceMobile
ASTS
$18.7B
$5.87M 0.16%
66,052
+4,805
+8% +$419K
FDXF
191
FedEx Freight
FDXF
$19.4B
$5.75M 0.16%
+38,065
New +$6.23M
ACM icon
192
Aecom
ACM
$8.61B
$5.72M 0.16%
82,011
+30,702
+60% +$2.35M
GM icon
193
General Motors
GM
$76.6B
$5.71M 0.16%
74,077
-4,028
-5% -$316K
CPRX
194
DELISTED
Catalyst Pharmaceutical
CPRX
$5.69M 0.16%
180,915
+11,954
+7% +$353K
HLNE icon
195
Hamilton Lane
HLNE
$4.47B
$5.66M 0.15%
71,786
+25,616
+55% +$2.28M
SE icon
196
Sea Limited
SE
$69.1B
$5.65M 0.15%
59,010
+9,642
+20% +$848K
NU icon
197
Nu Holdings
NU
$74.7B
$5.61M 0.15%
419,768
+59,624
+17% +$804K
GFF icon
198
Griffon
GFF
$4.47B
$5.53M 0.15%
56,674
-3,705
-6% -$323K
SNN icon
199
Smith & Nephew
SNN
$12.1B
$5.43M 0.15%
188,590
+15,241
+9% +$473K
CVSB icon
200
Calvert Ultra-Short Investment Grade ETF
CVSB
$268M
$5.41M 0.15%
+106,784
New +$5.41M
6 7
8
9 10

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PCMI
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LIP
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QCG
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WPC
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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.