Position in MUSA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$839,238
+$218,636 QoQ
Shares Held
1,699
+10.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026AE Wealth Management LLC holds $21,107,172 across 7 Specialty Retail names. MUSA ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
253,078 | $16,247,586 | |
| 2 | CASY |
Caseys General Stores Inc
|
3,613 | $2,629,754 | |
| 3 | MUSA |
Murphy USA Inc.
This page
|
1,699 | $839,238 | |
| 4 | ASO |
Academy Sports & Outdoors, Inc.
|
6,913 | $390,226 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
685 | $358,053 | |
| 6 | FIVE |
Five Below, Inc
|
1,519 | $347,055 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
6,518 | $295,260 |
All Filings in MUSA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $839,238 | 1,699 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $620,602 | 1,538 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $437,949 | 1,128 | Shares | Other | 2025-11-03 | |
| 2025-03-31 | $249,937 | 532 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $325,132 | 648 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $298,676 | 606 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $250,690 | 534 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $230,978 | 551 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $420,027 | 1,178 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $416,909 | 1,220 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $332,264 | 1,068 | Shares | Other | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||