Blue Zone Wealth Advisors’s Moelis & Co MC Stock Holding History

Blue Zone Wealth Advisors’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	–	Sell	-80,528	Closed	-$4.59M	–	132
2026 Q1	$4.59M	Sell	80,528 -2,012	-2%	-$131K	0.93%	39
2025 Q4	$5.67M	Buy	82,540 +924	+1%	+$61.7K	1.09%	36
2025 Q3	$5.82M	Buy	81,616 +1,339	+2%	+$95.6K	1.16%	39
2025 Q2	$5M	Buy	80,277 +13,384	+20%	+$751K	1.25%	40
2025 Q1	$3.9M	Buy	66,893 +8,107	+14%	+$572K	1.08%	49
2024 Q4	$4.34M	Sell	58,786 -5	-0%	-$362	1.25%	38
2024 Q3	$4.03M	Buy	58,791 +737	+1%	+$47.6K	1.25%	39
2024 Q2	$3.3M	Buy	58,054 +1,459	+3%	+$78.8K	1.14%	44
2024 Q1	$3.21M	Buy	+56,595	New	+$3.09M	1.1%	43

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Blue Zone Wealth Advisors's MC Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 80,528 shares — an estimated $4.59M sold.

Blue Zone Wealth Advisors first reported a position in MC in Q1 2024 and held it in 9 quarters. The position peaked at $5.82M in Q3 2025. 39 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Blue Zone Wealth Advisors reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
Blue Zone Wealth Advisors sold 80,528 Moelis & Co shares in Q2 2026, an estimated $4.59M.
Blue Zone Wealth Advisors first reported a position in Moelis & Co in Q1 2024 and held it in 9 quarters.
Blue Zone Wealth Advisors's Moelis & Co position peaked at $5.82M in Q3 2025.
39 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.