FFO
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Fortitude Family Office’s Moelis & Co MC Stock Holding History

Fortitude Family Office’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 		$2.35K Buy
36
+12
+50% +$787 ﹤0.01% 1424
2026
Q1 		$1.37K Buy
24
+17
+243% +$1.1K ﹤0.01% 1418
2025
Q4 		$481 Sell
7
-4
-36% -$267 ﹤0.01% 1727
2025
Q3 		$785 Buy
11
+8
+267% +$571 ﹤0.01% 1627
2025
Q2 		$187 Buy
+3
New +$168 ﹤0.01% 1969

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

Fortitude Family Office's MC Position: Q2 2026 in Review

Fortitude Family Office increased its Moelis & Co (MC) stake by 50% in Q2 2026, buying an estimated $787 and bringing the position to 36 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Fortitude Family Office 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.

  • Fortitude Family Office held 36 shares of Moelis & Co worth $2.35K as of Q2 2026.
  • Fortitude Family Office bought 12 Moelis & Co shares in Q2 2026, an estimated $787.
  • Moelis & Co made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1424 holding.
  • Fortitude Family Office 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 Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.