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

Bartlett & Co 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 		$8.18K Hold
125
– – ﹤0.01% 1018
2026
Q1 		$7.79K Buy
+125
New +$8.13K ﹤0.01% 958
2022
Q4 		– Sell
-44
Closed -$1.49K – 1165
2022
Q3 		$1.49K Sell
44
-193
-81% -$8.08K ﹤0.01% 1084
2022
Q2 		$9.33K Buy
+237
New +$10.3K ﹤0.01% 881

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

Bartlett & Co Wealth Management's MC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Moelis & Co (MC) position steady in Q2 2026 at 125 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Bartlett & Co Wealth Management first reported a position in MC in Q2 2022 and has held it in 4 quarters since. The position peaked at $9.33K in Q2 2022. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Bartlett & Co Wealth Management held 125 shares of Moelis & Co worth $8.18K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1018 holding.
  • Bartlett & Co Wealth Management first reported a position in Moelis & Co in Q2 2022 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's Moelis & Co position peaked at $9.33K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.