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Abound Wealth Management’s Moelis & Co MC Stock Holding History

Abound Wealth Management’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
Q2 		$197 Hold
3
– – ﹤0.01% 1115
2026
Q1 		$171 Hold
3
– – ﹤0.01% 1286
2025
Q4 		$207 Hold
3
– – ﹤0.01% 1170
2025
Q3 		$214 Hold
3
– – ﹤0.01% 1096
2025
Q2 		$187 Hold
3
– – ﹤0.01% 1058
2025
Q1 		$176 Hold
3
– – ﹤0.01% 1038
2024
Q4 		$222 Sell
3
-5
-63% -$362 ﹤0.01% 1013
2024
Q3 		$549 Hold
8
– – ﹤0.01% 856
2024
Q2 		$455 Hold
8
– – ﹤0.01% 854
2024
Q1 		$455 Hold
8
– – ﹤0.01% 925
2023
Q4 		$450 Buy
+8
New +$376 ﹤0.01% 966

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's MC Position: Q2 2026 in Review

Abound Wealth Management held its Moelis & Co (MC) position steady in Q2 2026 at 3 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Abound Wealth Management first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $549 in Q3 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Abound Wealth Management held 3 shares of Moelis & Co worth $197 as of Q2 2026.
  • Abound Wealth Management left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1115 holding.
  • Abound Wealth Management first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • Abound Wealth Management's Moelis & Co position peaked at $549 in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.