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Essential Partners’s Moelis & Co MC Stock Holding History

Essential 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
2026
Q3 		$16.4K Hold
285
– – 0.01% 983
2026
Q2 		$18.6K Sell
285
-86
-23% -$5.64K 0.01% 937
2026
Q1 		$21.1K Sell
371
-1,858
-83% -$121K 0.01% 902
2025
Q4 		$153K Buy
2,229
+18
+0.8% +$1.2K 0.05% 367
2025
Q3 		$158K Hold
2,211
– – 0.05% 361
2025
Q2 		$138K Buy
+2,211
New +$124K 0.06% 320

Other funds holding MC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Essential Partners's MC Position: Q3 2026 in Review

Essential Partners held its Moelis & Co (MC) position steady in Q3 2026 at 285 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #983.

Essential Partners first reported a position in MC in Q2 2025 and has held it in 6 quarters since. The position peaked at $158K in Q3 2025. 33 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Essential Partners held 285 shares of Moelis & Co worth $16.4K as of Q3 2026.
  • Essential Partners left its Moelis & Co share count unchanged in Q3 2026.
  • Moelis & Co made up 0.01% of Essential Partners's portfolio in Q3 2026, its #983 holding.
  • Essential Partners first reported a position in Moelis & Co in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Moelis & Co position peaked at $158K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.