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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
2024
Q2 		– Sell
-9,234
Closed -$524K – 215
2024
Q1 		$524K Buy
+9,234
New +$504K 0.08% 82

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Vanguard Portfolio Management
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Vanguard Capital Management
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
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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

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

Curated Wealth Partners reduced its Moelis & Co (MC) stake by 9.9% in Q2 2026, selling an estimated $79.7K and leaving 11,008 shares worth $720K. The position accounts for 0.08% of the portfolio, ranked #81.

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

  • Curated Wealth Partners held 11,008 shares of Moelis & Co worth $720K as of Q2 2026.
  • Curated Wealth Partners sold 1,216 Moelis & Co shares in Q2 2026, an estimated $79.7K.
  • Moelis & Co made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #81 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.
  • 396 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.