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

Apollon 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 		$270K Sell
4,124
-3,132
-43% -$205K ﹤0.01% 1336
2026
Q1 		$414K Buy
7,256
+26
+0.4% +$1.69K 0.01% 950
2025
Q4 		$497K Sell
7,230
-11
-0.2% -$734 0.01% 835
2025
Q3 		$516K Sell
7,241
-466
-6% -$33.3K 0.01% 814
2025
Q2 		$480K Sell
7,707
-585
-7% -$32.8K 0.01% 828
2025
Q1 		$484K Sell
8,292
-132
-2% -$9.31K 0.01% 765
2024
Q4 		$622K Sell
8,424
-216
-3% -$15.6K 0.01% 670
2024
Q3 		$592K Sell
8,640
-851
-9% -$54.9K 0.02% 646
2024
Q2 		$540K Sell
9,491
-146
-2% -$7.89K 0.02% 649
2024
Q1 		$547K Sell
9,637
-299
-3% -$16.3K 0.02% 663
2023
Q4 		$558K Buy
+9,936
New +$467K 0.02% 618

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

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

Apollon Wealth Management reduced its Moelis & Co (MC) stake by 43% in Q2 2026, selling an estimated $205K and leaving 4,124 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Apollon Wealth Management first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $622K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Apollon Wealth Management held 4,124 shares of Moelis & Co worth $270K as of Q2 2026.
  • Apollon Wealth Management sold 3,132 Moelis & Co shares in Q2 2026, an estimated $205K.
  • Moelis & Co made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1336 holding.
  • Apollon Wealth Management first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's Moelis & Co position peaked at $622K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.