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
Q1 		$3.18M Buy
57,619
+29,480
+105% +$1.92M ﹤0.01% 1026
2025
Q4 		$1.93M Buy
28,139
+20,835
+285% +$1.39M ﹤0.01% 1543
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth's MC Position: Q1 2026 in Review

Corient Private Wealth increased its Moelis & Co (MC) stake by 105% in Q1 2026, buying an estimated $1.92M and bringing the position to 57,619 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Corient Private Wealth first reported a position in MC in Q3 2024 and has held it in 6 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Corient Private Wealth held 57,619 shares of Moelis & Co worth $3.18M as of Q1 2026.
  • Corient Private Wealth bought 29,480 Moelis & Co shares in Q1 2026, an estimated $1.92M.
  • Moelis & Co made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1026 holding.
  • Corient Private Wealth first reported a position in Moelis & Co in Q3 2024 and has held it in 6 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.