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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
Q2 		$439K Buy
6,707
+1,194
+22% +$78.3K ﹤0.01% 1289
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 $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 $3.38T AUM 44.17% 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

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

AE Wealth Management increased its Moelis & Co (MC) stake by 22% in Q2 2026, buying an estimated $78.3K and bringing the position to 6,707 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

AE Wealth Management first reported a position in MC in Q4 2024 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • AE Wealth Management held 6,707 shares of Moelis & Co worth $439K as of Q2 2026.
  • AE Wealth Management bought 1,194 Moelis & Co shares in Q2 2026, an estimated $78.3K.
  • Moelis & Co made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1289 holding.
  • AE Wealth Management first reported a position in Moelis & Co in Q4 2024 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.