Focus Partners Wealth
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Focus Partners Wealth’s Moelis & Co MC Stock Holding History

Focus Partners Wealth’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 		$448K Buy
7,795
+2,767
+55% +$180K ﹤0.01% 1996
2025
Q4 		$346K Buy
5,028
+1,906
+61% +$127K ﹤0.01% 2145
2025
Q3 		$223K Buy
+3,122
New +$223K ﹤0.01% 2009

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Wealth's MC Position: Q1 2026 in Review

Focus Partners Wealth increased its Moelis & Co (MC) stake by 55% in Q1 2026, buying an estimated $180K and bringing the position to 7,795 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Focus Partners Wealth first reported a position in MC in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Focus Partners Wealth held 7,795 shares of Moelis & Co worth $448K as of Q1 2026.
  • Focus Partners Wealth bought 2,767 Moelis & Co shares in Q1 2026, an estimated $180K.
  • Moelis & Co made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1996 holding.
  • Focus Partners Wealth first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.