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 Q3	$2.13K	Buy	37 +1	+3%	+$66	﹤0.01%	2007
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

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

SWM

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

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

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 Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Fortitude Family Office's MC Position: Q3 2026 in Review

Fortitude Family Office increased its Moelis & Co (MC) stake by 2.8% in Q3 2026, buying an estimated $66 and bringing the position to 37 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Fortitude Family Office first reported a position in MC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.35K in Q2 2026. 33 funds tracked by Wall St. Rank hold MC as of Q3 2026.

Fortitude Family Office held 37 shares of Moelis & Co worth $2.13K as of Q3 2026.
Fortitude Family Office bought 1 Moelis & Co share in Q3 2026, an estimated $66.
Moelis & Co made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2007 holding.
Fortitude Family Office first reported a position in Moelis & Co in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Moelis & Co position peaked at $2.35K in Q2 2026.
33 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.