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

Dogwood 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
Q1 		– Sell
-54
Closed -$3.71K – 892
2025
Q4 		$3.71K Hold
54
– – ﹤0.01% 474
2025
Q3 		$3.85K Buy
+54
New +$3.85K ﹤0.01% 443

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dogwood Wealth Management's MC Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 54 shares — an estimated $3.71K sold.

Dogwood Wealth Management first reported a position in MC in Q3 2025 and held it in 2 quarters. The position peaked at $3.85K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 54 Moelis & Co shares in Q1 2026, an estimated $3.71K.
  • Dogwood Wealth Management first reported a position in Moelis & Co in Q3 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Moelis & Co position peaked at $3.85K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.