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Private Wealth Management Group’s Monarch Casino & Resort MCRI Stock Holding History

Private Wealth Management Group’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
Q2 		$6.45K Sell
49
-41
-46% -$4.78K ﹤0.01% 740
2026
Q1 		$8.6K Sell
90
-2
-2% -$190 ﹤0.01% 574
2025
Q4 		$8.8K Hold
92
– – ﹤0.01% 549
2025
Q3 		$9.74K Hold
92
– – ﹤0.01% 516
2025
Q2 		$7.95K Hold
92
– – ﹤0.01% 568
2025
Q1 		$7.15K Hold
92
– – ﹤0.01% 590
2024
Q4 		$7.26K Hold
92
– – ﹤0.01% 595
2024
Q3 		$7.29K Hold
92
– – ﹤0.01% 578
2024
Q2 		$6.27K Buy
+92
New +$6.3K ﹤0.01% 618

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Wealth Management Group's MCRI Position: Q2 2026 in Review

Private Wealth Management Group reduced its Monarch Casino & Resort (MCRI) stake by 46% in Q2 2026, selling an estimated $4.78K and leaving 49 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Private Wealth Management Group first reported a position in MCRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.74K in Q3 2025. 259 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Private Wealth Management Group held 49 shares of Monarch Casino & Resort worth $6.45K as of Q2 2026.
  • Private Wealth Management Group sold 41 Monarch Casino & Resort shares in Q2 2026, an estimated $4.78K.
  • Monarch Casino & Resort made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #740 holding.
  • Private Wealth Management Group first reported a position in Monarch Casino & Resort in Q2 2024 and has held it in 9 quarters since.
  • Private Wealth Management Group's Monarch Casino & Resort position peaked at $9.74K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.