MSWM
MGIC

Mowery & Schoenfeld Wealth Management’s Magic Software Enterprises MGIC Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio MGIC Stock Details MGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$2.58K – 442
2025
Q4 		$2.58K Hold
100
– – ﹤0.01% 387
2025
Q3 		$2.04K Hold
100
– – ﹤0.01% 335
2025
Q2 		$1.91K Hold
100
– – ﹤0.01% 330
2025
Q1 		$1.3K Hold
100
– – ﹤0.01% 402
2024
Q4 		$1.2K Hold
100
– – ﹤0.01% 440
2024
Q3 		$1.18K Hold
100
– – ﹤0.01% 217
2024
Q2 		$963 Hold
100
– – ﹤0.01% 195
2024
Q1 		$1.15K Hold
100
– – ﹤0.01% 141
2023
Q4 		$969 Buy
+100
New +$979 ﹤0.01% 148

Other funds holding MGIC

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

Mowery & Schoenfeld Wealth Management's MGIC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Magic Software Enterprises (MGIC) in Q1 2026, closing a stake of 100 shares — an estimated $2.58K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MGIC in Q4 2023 and held it in 9 quarters. The position peaked at $2.58K in Q4 2025. 1 fund tracked by Wall St. Rank holds MGIC as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Magic Software Enterprises position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 100 Magic Software Enterprises shares in Q1 2026, an estimated $2.58K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Magic Software Enterprises in Q4 2023 and held it in 9 quarters.
  • Mowery & Schoenfeld Wealth Management's Magic Software Enterprises position peaked at $2.58K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Magic Software Enterprises as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.