Creative Planning
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Creative Planning’s Moelis & Co MC Stock Holding History

Creative Planning’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 		$554K Buy
9,712
+2,063
+27% +$134K ﹤0.01% 2953
2025
Q4 		$526K Sell
7,649
-10
-0.1% -$667 ﹤0.01% 2798
2025
Q3 		$546K Buy
7,659
+1,020
+15% +$72.8K ﹤0.01% 2639
2025
Q2 		$414K Buy
6,639
+827
+14% +$46.4K ﹤0.01% 2633
2025
Q1 		$339K Sell
5,812
-146
-2% -$10.3K ﹤0.01% 2640
2024
Q4 		$440K Buy
5,958
+158
+3% +$11.4K ﹤0.01% 2345
2024
Q3 		$397K Sell
5,800
-72
-1% -$4.65K ﹤0.01% 2299
2024
Q2 		$334K Sell
5,872
-355
-6% -$19.2K ﹤0.01% 2265
2024
Q1 		$354K Buy
6,227
+161
+3% +$8.79K ﹤0.01% 2111
2023
Q4 		$340K Sell
6,066
-165
-3% -$7.75K ﹤0.01% 2001
2023
Q3 		$281K Sell
6,231
-540
-8% -$25.4K ﹤0.01% 1986
2023
Q2 		$307K Buy
+6,771
New +$270K ﹤0.01% 1899
2022
Q2 		– Sell
-325
Closed -$15K – 2433
2022
Q1 		$15K Buy
+325
New +$16.9K ﹤0.01% 2166
2021
Q2 		– Sell
-21,805
Closed -$1.2M – 2375
2021
Q1 		$1.2M Buy
+21,805
New +$1.17M ﹤0.01% 943
2017
Q3 		– Sell
-600
Closed -$23K – 2945
2017
Q2 		$23K Hold
600
– – ﹤0.01% 3093
2017
Q1 		$23K Buy
600
+200
+50% +$7.25K ﹤0.01% 3039
2016
Q4 		$14K Sell
400
-2,000
-83% -$56.5K ﹤0.01% 3318
2016
Q3 		$65K Buy
2,400
+2,000
+500% +$51.4K ﹤0.01% 2156
2016
Q2 		$9K Hold
400
– – ﹤0.01% 3317
2016
Q1 		$11K Hold
400
– – ﹤0.01% 3167
2015
Q4 		$12K Hold
400
– – ﹤0.01% 3182
2015
Q3 		$11K Buy
+400
New +$11.3K ﹤0.01% 3146
2015
Q2 		– Sell
-400
Closed -$12K – 2201
2015
Q1 		$12K Hold
400
– – ﹤0.01% 3081
2014
Q4 		$14K Hold
400
– – ﹤0.01% 2914
2014
Q3 		$14K Hold
400
– – ﹤0.01% 2746
2014
Q2 		$13K Buy
+400
New +$12.1K ﹤0.01% 2736

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

Creative Planning's MC Position: Q1 2026 in Review

Creative Planning increased its Moelis & Co (MC) stake by 27% in Q1 2026, buying an estimated $134K and bringing the position to 9,712 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Creative Planning first reported a position in MC in Q2 2014 and has held it in 26 quarters since. The position peaked at $1.2M in Q1 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Creative Planning held 9,712 shares of Moelis & Co worth $554K as of Q1 2026.
  • Creative Planning bought 2,063 Moelis & Co shares in Q1 2026, an estimated $134K.
  • Moelis & Co made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2953 holding.
  • Creative Planning first reported a position in Moelis & Co in Q2 2014 and has held it in 26 quarters since.
  • Creative Planning's Moelis & Co position peaked at $1.2M in Q1 2021.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.