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Ritholtz Wealth Management’s Mistras Group MG Stock Holding History

Ritholtz Wealth Management’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99M Buy
113,834
+9,082
+9% +$162K 0.03% 416
2026
Q1 		$1.55M Buy
104,752
+18,749
+22% +$271K 0.03% 438
2025
Q4 		$1.09M Buy
86,003
+63,703
+286% +$719K 0.02% 491
2025
Q3 		$219K Buy
22,300
+7,112
+47% +$63.3K ﹤0.01% 948
2025
Q2 		$122K Sell
15,188
-8,710
-36% -$73.3K ﹤0.01% 951
2025
Q1 		$253K Sell
23,898
-1,814
-7% -$17.9K 0.01% 796
2024
Q4 		$233K Sell
25,712
-2,223
-8% -$21.9K 0.01% 778
2024
Q3 		$318K Sell
27,935
-3,739
-12% -$38.4K 0.01% 684
2024
Q2 		$263K Sell
31,674
-3,849
-11% -$33.7K 0.01% 685
2024
Q1 		$340K Buy
35,523
+729
+2% +$6.08K 0.01% 606
2023
Q4 		$255K Sell
34,794
-2,903
-8% -$17.8K 0.01% 639
2023
Q3 		$205K Buy
37,697
+6,016
+19% +$37.8K 0.01% 643
2023
Q2 		$245K Buy
+31,681
New +$236K 0.01% 586

Other funds holding MG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IH
IES Holdings Houston, Texas $311M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Mistras Group (MG) stake by 8.7% in Q2 2026, buying an estimated $162K and bringing the position to 113,834 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #416.

Ritholtz Wealth Management first reported a position in MG in Q2 2023 and has held it in 13 quarters since. 138 funds tracked by Wall St. Rank hold MG as of Q2 2026.

  • Ritholtz Wealth Management held 113,834 shares of Mistras Group worth $1.99M as of Q2 2026.
  • Ritholtz Wealth Management bought 9,082 Mistras Group shares in Q2 2026, an estimated $162K.
  • Mistras Group made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Ritholtz Wealth Management first reported a position in Mistras Group in Q2 2023 and has held it in 13 quarters since.
  • 138 funds tracked by Wall St. Rank held Mistras Group as of Q2 2026.

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