PWA
MCRI icon

Physician Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Physician Wealth Advisors’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24K Hold
13
– – ﹤0.01% 1559
2025
Q4 		$1.25K Hold
13
– – ﹤0.01% 1506
2025
Q3 		$1.38K Hold
13
– – ﹤0.01% 1400
2025
Q2 		$1.12K Buy
+13
New +$1.05K ﹤0.01% 1324

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Physician Wealth Advisors's MCRI Position: Q1 2026 in Review

Physician Wealth Advisors held its Monarch Casino & Resort (MCRI) position steady in Q1 2026 at 13 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Physician Wealth Advisors first reported a position in MCRI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.38K in Q3 2025. 240 funds tracked by Wall St. Rank hold MCRI as of Q1 2026.

  • Physician Wealth Advisors held 13 shares of Monarch Casino & Resort worth $1.24K as of Q1 2026.
  • Physician Wealth Advisors left its Monarch Casino & Resort share count unchanged in Q1 2026.
  • Monarch Casino & Resort made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1559 holding.
  • Physician Wealth Advisors first reported a position in Monarch Casino & Resort in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Monarch Casino & Resort position peaked at $1.38K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.