MWM
SLM icon

MorganRosel Wealth Management’s SLM Corp SLM Stock Holding History

MorganRosel Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,773
Closed -$400K – 122
2025
Q4 		$400K Sell
14,773
-26,096
-64% -$716K 0.1% 92
2025
Q3 		$1.13M Buy
+40,869
New +$1.28M 0.29% 56
2022
Q3 		– Sell
-48,564
Closed -$774K – 102
2022
Q2 		$774K Sell
48,564
-4,362
-8% -$75.5K 0.41% 47
2022
Q1 		$972K Buy
52,926
+3,777
+8% +$71.4K 0.47% 37
2021
Q4 		$967K Buy
49,149
+2,615
+6% +$47.9K 0.47% 41
2021
Q3 		$819K Buy
+46,534
New +$874K 0.45% 44

Other funds holding SLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MorganRosel Wealth Management's SLM Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of SLM Corp (SLM) in Q1 2026, closing a stake of 14,773 shares — an estimated $400K sold.

MorganRosel Wealth Management first reported a position in SLM in Q3 2021 and held it in 6 quarters. The position peaked at $1.13M in Q3 2025. 367 funds tracked by Wall St. Rank hold SLM as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining SLM Corp position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 14,773 SLM Corp shares in Q1 2026, an estimated $400K.
  • MorganRosel Wealth Management first reported a position in SLM Corp in Q3 2021 and held it in 6 quarters.
  • MorganRosel Wealth Management's SLM Corp position peaked at $1.13M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held SLM Corp as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.