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Valued Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Valued Wealth Advisors’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 		$8.95K Buy
68
+15
+28% +$1.75K ﹤0.01% 326
2026
Q1 		$5.07K Buy
+53
New +$5.04K ﹤0.01% 400

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's MCRI Position: Q2 2026 in Review

Valued Wealth Advisors increased its Monarch Casino & Resort (MCRI) stake by 28% in Q2 2026, buying an estimated $1.75K and bringing the position to 68 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Valued Wealth Advisors first reported a position in MCRI in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Valued Wealth Advisors held 68 shares of Monarch Casino & Resort worth $8.95K as of Q2 2026.
  • Valued Wealth Advisors bought 15 Monarch Casino & Resort shares in Q2 2026, an estimated $1.75K.
  • Monarch Casino & Resort made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #326 holding.
  • Valued Wealth Advisors first reported a position in Monarch Casino & Resort in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.