Action Point Financial Planning’s Moelis & Co MC Stock Holding History

Action Point Financial Planning’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	$2.68K	Buy	+42	New	+$2.75K	﹤0.01%	2108

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's MC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Moelis & Co (MC) in Q2 2026: 42 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings.

393 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Action Point Financial Planning held 42 shares of Moelis & Co worth $2.68K as of Q2 2026.
Moelis & Co was a new Action Point Financial Planning position in Q2 2026.
Moelis & Co made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2108 holding.
393 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.