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Gilpin Wealth Management’s Moelis & Co MC Stock Holding History

Gilpin Wealth Management’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 		$524 Buy
8
+5
+167% +$328 ﹤0.01% 659
2026
Q1 		$171 Sell
3
-1
-25% -$65 ﹤0.01% 883
2025
Q4 		$275 Buy
+4
New +$267 ﹤0.01% 570

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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

Gilpin Wealth Management's MC Position: Q2 2026 in Review

Gilpin Wealth Management increased its Moelis & Co (MC) stake by 167% in Q2 2026, buying an estimated $328 and bringing the position to 8 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Gilpin Wealth Management first reported a position in MC in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Gilpin Wealth Management held 8 shares of Moelis & Co worth $524 as of Q2 2026.
  • Gilpin Wealth Management bought 5 Moelis & Co shares in Q2 2026, an estimated $328.
  • Moelis & Co made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Gilpin Wealth Management first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.