BHWM
MC icon

Bay Harbor Wealth Management’s Moelis & Co MC Stock Holding History

Bay Harbor 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 		$589 Buy
9
+7
+350% +$459 ﹤0.01% 1035
2026
Q1 		$114 Buy
2
+1
+100% +$65 ﹤0.01% 1204
2025
Q4 		$68 Hold
1
– – ﹤0.01% 1238
2025
Q3 		$71 Buy
+1
New +$71 ﹤0.01% 1216

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

Bay Harbor Wealth Management's MC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Moelis & Co (MC) stake by 350% in Q2 2026, buying an estimated $459 and bringing the position to 9 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Bay Harbor Wealth Management first reported a position in MC in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Bay Harbor Wealth Management held 9 shares of Moelis & Co worth $589 as of Q2 2026.
  • Bay Harbor Wealth Management bought 7 Moelis & Co shares in Q2 2026, an estimated $459.
  • Moelis & Co made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1035 holding.
  • Bay Harbor Wealth Management first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.