Corient Private Wealth
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Corient Private Wealth’s Moelis & Co MC Stock Holding History

Corient Private 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 		$3.81M Buy
58,232
+613
+1% +$40.2K 0.01% 1011
2026
Q1 		$3.18M Buy
57,619
+47,133
+449% +$3.06M ﹤0.01% 1026
2025
Q4 		$721K Buy
10,486
+3,182
+44% +$212K ﹤0.01% 1674
2025
Q3 		$521K Sell
7,304
-10
-0.1% -$714 ﹤0.01% 1770
2025
Q2 		$456K Buy
+7,314
New +$410K ﹤0.01% 1751
2025
Q1 		– Sell
-5,569
Closed -$411K – 2384
2024
Q4 		$411K Buy
5,569
+691
+14% +$50K ﹤0.01% 1719
2024
Q3 		$334K Buy
+4,878
New +$315K ﹤0.01% 1964

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

Corient Private Wealth's MC Position: Q2 2026 in Review

Corient Private Wealth increased its Moelis & Co (MC) stake by 1.1% in Q2 2026, buying an estimated $40.2K and bringing the position to 58,232 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #1011.

Corient Private Wealth first reported a position in MC in Q3 2024 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Corient Private Wealth held 58,232 shares of Moelis & Co worth $3.81M as of Q2 2026.
  • Corient Private Wealth bought 613 Moelis & Co shares in Q2 2026, an estimated $40.2K.
  • Moelis & Co made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1011 holding.
  • Corient Private Wealth first reported a position in Moelis & Co in Q3 2024 and has held it in 7 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.