STACKSTONE WEALTH, LLC’s Moelis & Co MC Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.56M	Buy	+44,530	New	+$2.93M	0.25%	109

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's MC Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Moelis & Co (MC) in Q3 2026: 44,530 shares worth $2.56M. The stake represents 0.25% of the portfolio and ranks #109 among its holdings.

41 funds tracked by Wall St. Rank hold MC as of Q3 2026.

STACKSTONE WEALTH, LLC held 44,530 shares of Moelis & Co worth $2.56M as of Q3 2026.
Moelis & Co was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Moelis & Co made up 0.25% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #109 holding.
41 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.