Thompson Siegel & Walmsley’s Molina Healthcare MOH Stock Holding History

Thompson Siegel & Walmsley’s Portfolio MOH Stock Details MOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.1M	Sell	153,426 -247,276	-62%	-$44.8M	0.63%	56
2026 Q1	$53.4M	Buy	400,702 +275,139	+219%	+$43.8M	0.94%	32
2025 Q4	$21.8M	Buy	+125,563	New	+$20.6M	0.37%	81
2017 Q1	–	Sell	-237,020	Closed	-$12.9M	–	917
2016 Q4	$12.9M	Sell	237,020 -16,076	-6%	-$879K	0.17%	159
2016 Q3	$14.8M	Buy	253,096 +941	+0.4%	+$51.9K	0.23%	148
2016 Q2	$12.6M	Sell	252,155 -8,413	-3%	-$450K	0.2%	159
2016 Q1	$16.8M	Buy	260,568 +10,281	+4%	+$610K	0.27%	123
2015 Q4	$15.1M	Sell	250,287 -18,967	-7%	-$1.2M	0.27%	132
2015 Q3	$18.5M	Sell	269,254 -34,554	-11%	-$2.56M	0.35%	106
2015 Q2	$21.4M	Buy	303,808 +1,952	+0.6%	+$131K	0.38%	101
2015 Q1	$20.3M	Sell	301,856 -63,077	-17%	-$3.64M	0.35%	109
2014 Q4	$19.5M	Buy	364,933 +4,846	+1%	+$235K	0.37%	99
2014 Q3	$15.2M	Buy	+360,087	New	+$15.9M	0.3%	129

Other funds holding MOH

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Thompson Siegel & Walmsley's MOH Position: Q2 2026 in Review

Thompson Siegel & Walmsley reduced its Molina Healthcare (MOH) stake by 62% in Q2 2026, selling an estimated $44.8M and leaving 153,426 shares worth $35.1M. The position accounts for 0.63% of the portfolio, ranked #56.

Thompson Siegel & Walmsley first reported a position in MOH in Q3 2014 and has held it in 13 quarters since. The position peaked at $53.4M in Q1 2026. 600 funds tracked by Wall St. Rank hold MOH as of Q2 2026.

Thompson Siegel & Walmsley held 153,426 shares of Molina Healthcare worth $35.1M as of Q2 2026.
Thompson Siegel & Walmsley sold 247,276 Molina Healthcare shares in Q2 2026, an estimated $44.8M.
Molina Healthcare made up 0.63% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #56 holding.
Thompson Siegel & Walmsley first reported a position in Molina Healthcare in Q3 2014 and has held it in 13 quarters since.
Thompson Siegel & Walmsley's Molina Healthcare position peaked at $53.4M in Q1 2026.
600 funds tracked by Wall St. Rank held Molina Healthcare as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.