Creative Capital Management Investments’s Moelis & Co MC Stock Holding History

Creative Capital Management Investments’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	$720	Buy	+11	New	+$721	﹤0.01%	1187

Other funds holding MC

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

Creative Capital Management Investments's MC Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Moelis & Co (MC) in Q2 2026: 11 shares worth $720. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings.

76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Creative Capital Management Investments held 11 shares of Moelis & Co worth $720 as of Q2 2026.
Moelis & Co was a new Creative Capital Management Investments position in Q2 2026.
Moelis & Co made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1187 holding.
76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.