Superior Planning, LLC’s Moelis & Co MC Stock Holding History

Superior Planning, 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	$37K	Buy	+644	New	+$42.3K	0.02%	465

Other funds holding MC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Heard Capital LLC Chicago, Illinois $2.07B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's MC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Moelis & Co (MC) in Q3 2026: 644 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #465 among its holdings.

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

Superior Planning, LLC held 644 shares of Moelis & Co worth $37K as of Q3 2026.
Moelis & Co was a new Superior Planning, LLC position in Q3 2026.
Moelis & Co made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #465 holding.
263 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.