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

Ritholtz Wealth Management’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 		$2.38M Sell
18,097
-8,037
-31% -$936K 0.04% 370
2026
Q1 		$2.5M Sell
26,134
-6,513
-20% -$619K 0.04% 321
2025
Q4 		$3.12M Sell
32,647
-3,809
-10% -$366K 0.06% 241
2025
Q3 		$3.86M Buy
36,456
+4,927
+16% +$494K 0.08% 177
2025
Q2 		$2.73M Buy
31,529
+11,389
+57% +$918K 0.06% 220
2025
Q1 		$1.57M Buy
20,140
+16,917
+525% +$1.44M 0.05% 299
2024
Q4 		$254K Buy
+3,223
New +$260K 0.01% 749

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

Ritholtz Wealth Management's MCRI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Monarch Casino & Resort (MCRI) stake by 31% in Q2 2026, selling an estimated $936K and leaving 18,097 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #370.

Ritholtz Wealth Management first reported a position in MCRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.86M in Q3 2025. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Ritholtz Wealth Management held 18,097 shares of Monarch Casino & Resort worth $2.38M as of Q2 2026.
  • Ritholtz Wealth Management sold 8,037 Monarch Casino & Resort shares in Q2 2026, an estimated $936K.
  • Monarch Casino & Resort made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Ritholtz Wealth Management first reported a position in Monarch Casino & Resort in Q4 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's Monarch Casino & Resort position peaked at $3.86M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.