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DecisionPoint Financial’s Moelis & Co MC Stock Holding History

DecisionPoint Financial’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 		$67 Buy
+1
New +$66 ﹤0.01% 1295

Other funds holding MC

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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

DecisionPoint Financial's MC Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Moelis & Co (MC) in Q2 2026: 1 share worth $67. The stake represents ﹤0.01% of the portfolio and ranks #1295 among its holdings.

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

  • DecisionPoint Financial held 1 share of Moelis & Co worth $67 as of Q2 2026.
  • Moelis & Co was a new DecisionPoint Financial position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #1295 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.