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

AE 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
Q1 		$314K Buy
5,513
+990
+22% +$64.4K ﹤0.01% 1353
2025
Q4 		$311K Buy
4,523
+951
+27% +$63.5K ﹤0.01% 1294
2025
Q3 		$255K Buy
3,572
+255
+8% +$18.2K ﹤0.01% 1263
2025
Q2 		$207K Buy
+3,317
New +$186K ﹤0.01% 1298
2025
Q1 		– Sell
-3,520
Closed -$260K – 2233
2024
Q4 		$260K Buy
+3,520
New +$255K ﹤0.01% 1160

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AE Wealth Management's MC Position: Q1 2026 in Review

AE Wealth Management increased its Moelis & Co (MC) stake by 22% in Q1 2026, buying an estimated $64.4K and bringing the position to 5,513 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

AE Wealth Management first reported a position in MC in Q4 2024 and has held it in 5 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • AE Wealth Management held 5,513 shares of Moelis & Co worth $314K as of Q1 2026.
  • AE Wealth Management bought 990 Moelis & Co shares in Q1 2026, an estimated $64.4K.
  • Moelis & Co made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1353 holding.
  • AE Wealth Management first reported a position in Moelis & Co in Q4 2024 and has held it in 5 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.