RSWM
MRC

Robertson Stephens Wealth Management’s MRC Global MRC Stock Holding History

Robertson Stephens Wealth Management’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-103,263
Closed -$1.42M – 559
2025
Q2 		$1.42M Buy
103,263
+17,398
+20% +$210K 0.05% 226
2025
Q1 		$986K Buy
85,865
+230
+0.3% +$2.97K 0.03% 272
2024
Q4 		$1.09M Buy
85,635
+36,521
+74% +$478K 0.04% 251
2024
Q3 		$626K Buy
+49,114
New +$635K 0.02% 360

Other funds holding MRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robertson Stephens Wealth Management's MRC Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of MRC Global (MRC) in Q3 2025, closing a stake of 103,263 shares — an estimated $1.42M sold.

Robertson Stephens Wealth Management first reported a position in MRC in Q3 2024 and held it in 4 quarters. The position peaked at $1.42M in Q2 2025. 199 funds tracked by Wall St. Rank hold MRC as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining MRC Global position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 103,263 MRC Global shares in Q3 2025, an estimated $1.42M.
  • Robertson Stephens Wealth Management first reported a position in MRC Global in Q3 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's MRC Global position peaked at $1.42M in Q2 2025.
  • 199 funds tracked by Wall St. Rank held MRC Global as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.