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Drucker Wealth 3.0’s Moelis & Co MC Stock Holding History

Drucker Wealth 3.0’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 		$992K Buy
15,168
+165
+1% +$10.8K 0.16% 114
2026
Q1 		$855K Buy
15,003
+1,153
+8% +$75K 0.15% 118
2025
Q4 		$952K Buy
13,850
+38
+0.3% +$2.54K 0.17% 106
2025
Q3 		$985K Buy
13,812
+6,966
+102% +$497K 0.18% 104
2025
Q2 		$467K Buy
+6,846
New +$384K 0.09% 155

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Drucker Wealth 3.0's MC Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Moelis & Co (MC) stake by 1.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 15,168 shares worth $992K. The position accounts for 0.16% of the portfolio, ranked #114.

Drucker Wealth 3.0 first reported a position in MC in Q2 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Drucker Wealth 3.0 held 15,168 shares of Moelis & Co worth $992K as of Q2 2026.
  • Drucker Wealth 3.0 bought 165 Moelis & Co shares in Q2 2026, an estimated $10.8K.
  • Moelis & Co made up 0.16% of Drucker Wealth 3.0's portfolio in Q2 2026, its #114 holding.
  • Drucker Wealth 3.0 first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.