Diversify Wealth Management’s Moelis & Co MC Stock Holding History

Diversify Wealth Management’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	$980K	Sell	14,462 -80,706	-85%	-$5.29M	0.02%	638
2026 Q1	$6.38M	Buy	95,168 +238	+0.3%	+$15.5K	0.11%	182
2025 Q4	$6.99M	Buy	94,930 +1,166	+1%	+$77.8K	0.33%	77
2025 Q3	$5.94M	Buy	93,764 +4,575	+5%	+$327K	0.34%	77
2025 Q2	$6.56M	Buy	89,189 +12,891	+17%	+$723K	0.41%	60
2025 Q1	$4.07M	Buy	76,298 +17,322	+29%	+$1.22M	0.3%	95
2024 Q4	$4.21M	Buy	58,976 +29,220	+98%	+$2.11M	0.33%	77
2024 Q3	$2.03M	Buy	29,756 +3,062	+11%	+$198K	0.2%	136
2024 Q2	$1.59M	Buy	+26,694	New	+$1.44M	0.2%	116

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Diversify Wealth Management's MC Position: Q2 2026 in Review

Diversify Wealth Management reduced its Moelis & Co (MC) stake by 85% in Q2 2026, selling an estimated $5.29M and leaving 14,462 shares worth $980K. The position accounts for 0.02% of the portfolio, ranked #638.

Diversify Wealth Management first reported a position in MC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.99M in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Diversify Wealth Management held 14,462 shares of Moelis & Co worth $980K as of Q2 2026.
Diversify Wealth Management sold 80,706 Moelis & Co shares in Q2 2026, an estimated $5.29M.
Moelis & Co made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #638 holding.
Diversify Wealth Management first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Moelis & Co position peaked at $6.99M in Q4 2025.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.