Private Wealth Management Group’s MGP Ingredients MGPI Stock Holding History

Private Wealth Management Group’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$736	Buy	+42	New	+$764	﹤0.01%	1351
2025 Q4	–	Sell	-37	Closed	-$896	–	1515
2025 Q3	$896	Hold	37	–	–	﹤0.01%	1310
2025 Q2	$1.11K	Sell	37 -31	-46%	-$922	﹤0.01%	1252
2025 Q1	$2K	Buy	68 +14	+26%	+$468	﹤0.01%	1056
2024 Q4	$2.13K	Buy	54 +29	+116%	+$1.58K	﹤0.01%	1056
2024 Q3	$2.08K	Buy	25 +12	+92%	+$992	﹤0.01%	1049
2024 Q2	$968	Buy	13 +7	+117%	+$546	﹤0.01%	1296
2024 Q1	$517	Hold	6	–	–	﹤0.01%	1439
2023 Q4	$592	Buy	+6	New	+$576	﹤0.01%	1427

Other funds holding MGPI

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Private Wealth Management Group opened a new position in MGP Ingredients (MGPI) in Q2 2026: 42 shares worth $736. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in MGPI as recently as Q3 2025.

Private Wealth Management Group first reported a position in MGPI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.13K in Q4 2024. 150 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

Private Wealth Management Group held 42 shares of MGP Ingredients worth $736 as of Q2 2026.
MGP Ingredients was a new Private Wealth Management Group position in Q2 2026.
MGP Ingredients made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1351 holding.
Private Wealth Management Group first reported a position in MGP Ingredients in Q4 2023 and has held it in 9 quarters since.
Private Wealth Management Group's MGP Ingredients position peaked at $2.13K in Q4 2024.
150 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

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