VWM
MCW

Venturi Wealth Management’s Mister Car Wash MCW Stock Holding History

Venturi Wealth Management’s Portfolio MCW Stock Details MCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-918
Closed -$6.69K – 1324
2024
Q4 		$6.69K Hold
918
– – ﹤0.01% 1557
2024
Q3 		$5.98K Buy
+918
New +$6.21K ﹤0.01% 1343

Other funds holding MCW

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Venturi Wealth Management's MCW Position: Q1 2025 in Review

Venturi Wealth Management sold out of Mister Car Wash (MCW) in Q1 2025, closing a stake of 918 shares — an estimated $6.69K sold.

Venturi Wealth Management first reported a position in MCW in Q3 2024 and held it in 2 quarters. The position peaked at $6.69K in Q4 2024. 205 funds tracked by Wall St. Rank hold MCW as of Q1 2025.

  • Venturi Wealth Management reported no remaining Mister Car Wash position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 918 Mister Car Wash shares in Q1 2025, an estimated $6.69K.
  • Venturi Wealth Management first reported a position in Mister Car Wash in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Mister Car Wash position peaked at $6.69K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Mister Car Wash as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.