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Private Wealth Management Group’s Marcus Corp MCS Stock Holding History

Private Wealth Management Group’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61K Hold
94
– – ﹤0.01% 1149
2025
Q4 		$1.46K Hold
94
– – ﹤0.01% 1176
2025
Q3 		$1.46K Hold
94
– – ﹤0.01% 1194
2025
Q2 		$1.58K Hold
94
– – ﹤0.01% 1156
2025
Q1 		$1.57K Hold
94
– – ﹤0.01% 1138
2024
Q4 		$2.02K Hold
94
– – ﹤0.01% 1076
2024
Q3 		$1.42K Hold
94
– – ﹤0.01% 1189
2024
Q2 		$1.07K Buy
+94
New +$1.12K ﹤0.01% 1260

Other funds holding MCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.15B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return