GWM
MC icon

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
Q3 		$3.45K Buy
60
+52
+650% +$3.42K ﹤0.01% 500
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

Other funds holding MC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Gilpin Wealth Management's MC Position: Q3 2026 in Review

Gilpin Wealth Management increased its Moelis & Co (MC) stake by 650% in Q3 2026, buying an estimated $3.42K and bringing the position to 60 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Gilpin Wealth Management first reported a position in MC in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Gilpin Wealth Management held 60 shares of Moelis & Co worth $3.45K as of Q3 2026.
  • Gilpin Wealth Management bought 52 Moelis & Co shares in Q3 2026, an estimated $3.42K.
  • Moelis & Co made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #500 holding.
  • Gilpin Wealth Management first reported a position in Moelis & Co in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.