Morton Brown Family Wealth’s CrossAmerica Partners CAPL Stock Holding History

Morton Brown Family Wealth’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	9,996 -6,317	-39%	-$137K	0.05%	66
2026 Q1	$339K	Hold	16,313	–	–	0.09%	43
2025 Q4	$336K	Buy	16,313 +6,317	+63%	+$130K	0.09%	44
2025 Q3	$210K	Sell	9,996 -10,100	-50%	-$211K	0.06%	56
2025 Q2	$420K	Hold	20,096	–	–	0.13%	37
2025 Q1	$494K	Hold	20,096	–	–	0.17%	32
2024 Q4	$442K	Hold	20,096	–	–	0.15%	35
2024 Q3	$416K	Hold	20,096	–	–	0.15%	36
2024 Q2	$393K	Hold	20,096	–	–	0.16%	38
2024 Q1	$458K	Sell	20,096 -160	-0.8%	-$3.61K	0.19%	35
2023 Q4	$462K	Buy	20,256 +160	+0.8%	+$3.55K	0.2%	36
2023 Q3	$436K	Hold	20,096	–	–	0.22%	34
2023 Q2	$396K	Hold	20,096	–	–	0.21%	37
2023 Q1	$432K	Hold	20,096	–	–	0.26%	36
2022 Q4	$399K	Buy	20,096 +18,238	+982%	+$361K	0.27%	35
2022 Q3	$35K	Buy	+1,858	New	+$38.3K	0.03%	76

Other funds holding CAPL

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Morton Brown Family Wealth's CAPL Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its CrossAmerica Partners (CAPL) stake by 39% in Q2 2026, selling an estimated $137K and leaving 9,996 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #66.

Morton Brown Family Wealth first reported a position in CAPL in Q3 2022 and has held it in 16 quarters since. The position peaked at $494K in Q1 2025. 9 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Morton Brown Family Wealth held 9,996 shares of CrossAmerica Partners worth $224K as of Q2 2026.
Morton Brown Family Wealth sold 6,317 CrossAmerica Partners shares in Q2 2026, an estimated $137K.
CrossAmerica Partners made up 0.05% of Morton Brown Family Wealth's portfolio in Q2 2026, its #66 holding.
Morton Brown Family Wealth first reported a position in CrossAmerica Partners in Q3 2022 and has held it in 16 quarters since.
Morton Brown Family Wealth's CrossAmerica Partners position peaked at $494K in Q1 2025.
9 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.