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Allworth Financial’s Moelis & Co MC Stock Holding History

Allworth Financial’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 		$43.8K Sell
670
-62
-8% -$4.07K ﹤0.01% 2606
2026
Q1 		$41.7K Buy
732
+233
+47% +$15.1K ﹤0.01% 2460
2025
Q4 		$34.3K Buy
499
+80
+19% +$5.34K ﹤0.01% 2452
2025
Q3 		$29.9K Buy
419
+254
+154% +$18.1K ﹤0.01% 2461
2025
Q2 		$10.3K Buy
165
+95
+136% +$5.33K ﹤0.01% 2883
2025
Q1 		$3.68K Buy
70
+39
+126% +$2.75K ﹤0.01% 2930
2024
Q4 		$2.43K Hold
31
– – ﹤0.01% 3094
2024
Q3 		$2.12K Hold
31
– – ﹤0.01% 2942
2024
Q2 		$2K Hold
31
– – ﹤0.01% 2925
2024
Q1 		$1.76K Hold
31
– – ﹤0.01% 2855
2023
Q4 		$1.74K Hold
31
– – ﹤0.01% 2735
2023
Q3 		$1.4K Hold
31
– – ﹤0.01% 2710
2023
Q2 		$1.41K Buy
31
+21
+210% +$838 ﹤0.01% 2626
2023
Q1 		$385 Sell
10
-5
-33% -$215 ﹤0.01% 2892
2022
Q4 		$576 Sell
15
-18
-55% -$731 ﹤0.01% 2600
2022
Q3 		$1K Buy
33
+22
+200% +$921 ﹤0.01% 2431
2022
Q2 		$0 Buy
+11
New +$480 ﹤0.01% 2631
2021
Q4 		– Sell
-82
Closed -$5K – 2050
2021
Q3 		$5K Buy
+82
New +$4.91K ﹤0.01% 1528

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

Allworth Financial's MC Position: Q2 2026 in Review

Allworth Financial reduced its Moelis & Co (MC) stake by 8.5% in Q2 2026, selling an estimated $4.07K and leaving 670 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Allworth Financial first reported a position in MC in Q3 2021 and has held it in 18 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Allworth Financial held 670 shares of Moelis & Co worth $43.8K as of Q2 2026.
  • Allworth Financial sold 62 Moelis & Co shares in Q2 2026, an estimated $4.07K.
  • Moelis & Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2606 holding.
  • Allworth Financial first reported a position in Moelis & Co in Q3 2021 and has held it in 18 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.