NWMG
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National Wealth Management Group’s Post Holdings POST Stock Holding History

National Wealth Management Group’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,693
Closed -$403K – 249
2025
Q2 		$403K Buy
3,693
+345
+10% +$38.7K 0.23% 101
2025
Q1 		$390K Buy
+3,348
New +$371K 0.26% 97

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

National Wealth Management Group's POST Position: Q3 2025 in Review

National Wealth Management Group sold out of Post Holdings (POST) in Q3 2025, closing a stake of 3,693 shares — an estimated $403K sold.

National Wealth Management Group first reported a position in POST in Q1 2025 and held it in 2 quarters. The position peaked at $403K in Q2 2025. 415 funds tracked by Wall St. Rank hold POST as of Q3 2025.

  • National Wealth Management Group reported no remaining Post Holdings position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 3,693 Post Holdings shares in Q3 2025, an estimated $403K.
  • National Wealth Management Group first reported a position in Post Holdings in Q1 2025 and held it in 2 quarters.
  • National Wealth Management Group's Post Holdings position peaked at $403K in Q2 2025.
  • 415 funds tracked by Wall St. Rank held Post Holdings as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.