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Ankerstar Wealth’s Moelis & Co MC Stock Holding History

Ankerstar Wealth’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 		$850 Hold
13
– – ﹤0.01% 523
2026
Q1 		$741 Hold
13
– – ﹤0.01% 515
2025
Q4 		$894 Buy
+13
New +$868 ﹤0.01% 507

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

Ankerstar Wealth's MC Position: Q2 2026 in Review

Ankerstar Wealth held its Moelis & Co (MC) position steady in Q2 2026 at 13 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Ankerstar Wealth first reported a position in MC in Q4 2025 and has held it in 3 quarters since. The position peaked at $894 in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Ankerstar Wealth held 13 shares of Moelis & Co worth $850 as of Q2 2026.
  • Ankerstar Wealth left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #523 holding.
  • Ankerstar Wealth first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Moelis & Co position peaked at $894 in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.