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Curated Wealth Partners’s Moelis & Co MC Stock Holding History

Curated Wealth Partners’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 		$289K Buy
102,627
+90,403
+740% +$5.93M 0.04% 425
2026
Q1 		$697K Buy
12,224
+267
+2% +$17.4K 0.09% 94
2025
Q4 		$822K Buy
11,957
+2,568
+27% +$171K 0.09% 84
2025
Q3 		$670K Buy
9,389
+368
+4% +$26.3K 0.08% 79
2025
Q2 		$562K Buy
9,021
+115
+1% +$6.45K 0.07% 90
2025
Q1 		$520K Buy
8,906
+304
+4% +$21.4K 0.07% 88
2024
Q4 		$636K Sell
8,602
-11
-0.1% -$796 0.07% 75
2024
Q3 		$590K Sell
8,613
-374
-4% -$24.1K 0.08% 70
2024
Q2 		$511K Buy
+8,987
New +$486K 0.07% 76
2024
Q1 		– Sell
-9,622
Closed -$525K – 221
2023
Q4 		$540K Sell
9,622
-198
-2% -$9.3K 0.09% 87
2023
Q3 		$443K Hold
9,820
– – 0.08% 84
2023
Q2 		$445K Hold
9,820
– – 0.09% 75
2023
Q1 		$377K Hold
9,820
– – 0.08% 84
2022
Q4 		$377K Sell
9,820
-111
-1% -$4.5K 0.09% 80
2022
Q3 		$336K Buy
9,931
+3,133
+46% +$131K 0.1% 85
2022
Q2 		$268K Sell
6,798
-401
-6% -$17.5K 0.08% 106
2022
Q1 		$450K Hold
7,199
– – 0.15% 80
2021
Q4 		$450K Hold
7,199
– – 0.15% 83
2021
Q3 		$445K Hold
7,199
– – 0.25% 82
2021
Q2 		$410K Hold
7,199
– – 0.22% 86
2021
Q1 		$395K Buy
7,199
+603
+9% +$32.3K 0.24% 81
2020
Q4 		$308K Buy
+6,596
New +$265K 0.2% 102

Other funds holding MC

WA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners's MC Position: Q2 2026 in Review

Curated Wealth Partners increased its Moelis & Co (MC) stake by 740% in Q2 2026, buying an estimated $5.93M and bringing the position to 102,627 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #425.

Curated Wealth Partners first reported a position in MC in Q4 2020 and has held it in 22 quarters since. The position peaked at $822K in Q4 2025. 84 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Curated Wealth Partners held 102,627 shares of Moelis & Co worth $289K as of Q2 2026.
  • Curated Wealth Partners bought 90,403 Moelis & Co shares in Q2 2026, an estimated $5.93M.
  • Moelis & Co made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #425 holding.
  • Curated Wealth Partners first reported a position in Moelis & Co in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Moelis & Co position peaked at $822K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.