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True Wealth Design’s Magnolia Oil & Gas MGY Stock Holding History

True Wealth Design’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$311 – 2724
2025
Q3 		$311 Buy
13
+9
+225% +$215 ﹤0.01% 2169
2025
Q2 		$90 Buy
4
+2
+100% +$44 ﹤0.01% 2270
2025
Q1 		$51 Buy
+2
New +$48 ﹤0.01% 2378

Other funds holding MGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

True Wealth Design's MGY Position: Q4 2025 in Review

True Wealth Design sold out of Magnolia Oil & Gas (MGY) in Q4 2025, closing a stake of 13 shares — an estimated $311 sold.

True Wealth Design first reported a position in MGY in Q1 2025 and held it in 3 quarters. The position peaked at $311 in Q3 2025. 378 funds tracked by Wall St. Rank hold MGY as of Q4 2025.

  • True Wealth Design reported no remaining Magnolia Oil & Gas position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 13 Magnolia Oil & Gas shares in Q4 2025, an estimated $311.
  • True Wealth Design first reported a position in Magnolia Oil & Gas in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Magnolia Oil & Gas position peaked at $311 in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.