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
Q2 		$531K Buy
8,123
+328
+4% +$21.5K ﹤0.01% 1932
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

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's MC Position: Q2 2026 in Review

Focus Partners Wealth increased its Moelis & Co (MC) stake by 4.2% in Q2 2026, buying an estimated $21.5K and bringing the position to 8,123 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Focus Partners Wealth first reported a position in MC in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Focus Partners Wealth held 8,123 shares of Moelis & Co worth $531K as of Q2 2026.
  • Focus Partners Wealth bought 328 Moelis & Co shares in Q2 2026, an estimated $21.5K.
  • Moelis & Co made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1932 holding.
  • Focus Partners Wealth first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.