Financial Consulate’s Moelis & Co MC Stock Holding History

Financial Consulate’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	$346	Buy	+6	New	+$394	﹤0.01%	1550

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Financial Consulate's MC Position: Q3 2026 in Review

Financial Consulate opened a new position in Moelis & Co (MC) in Q3 2026: 6 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

71 funds tracked by Wall St. Rank hold MC as of Q3 2026.

Financial Consulate held 6 shares of Moelis & Co worth $346 as of Q3 2026.
Moelis & Co was a new Financial Consulate position in Q3 2026.
Moelis & Co made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1550 holding.
71 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.