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Global Retirement Partners’s Moelis & Co MC Stock Holding History

Global Retirement Partners’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 		$65.6K Buy
+1,003
New +$65.8K ﹤0.01% 2340
2025
Q4 		$68.5K Buy
996
+452
+83% +$30.2K ﹤0.01% 2154
2025
Q3 		$38.8K Buy
544
+276
+103% +$19.7K ﹤0.01% 2041
2025
Q2 		$16.7K Buy
+268
New +$15K ﹤0.01% 2369
2024
Q4 		$19.1K Sell
258
-105
-29% -$7.6K ﹤0.01% 2114
2024
Q3 		$24.9K Buy
363
+2
+0.6% +$129 ﹤0.01% 1888
2024
Q2 		$20.5K Buy
361
+86
+31% +$4.65K ﹤0.01% 1966
2024
Q1 		$15.6K Hold
275
– – ﹤0.01% 1915
2023
Q4 		$14.7K Buy
275
+1
+0.4% +$47 ﹤0.01% 1901
2023
Q3 		$12K Buy
274
+65
+31% +$3.06K ﹤0.01% 1874
2023
Q2 		$9.48K Buy
209
+65
+45% +$2.59K ﹤0.01% 1982
2023
Q1 		$5.19K Buy
144
+11
+8% +$472 ﹤0.01% 2144
2022
Q4 		$5.1K Buy
133
+83
+166% +$3.37K ﹤0.01% 2017
2022
Q3 		$2K Buy
+50
New +$2.09K ﹤0.01% 2268

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

Global Retirement Partners's MC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Moelis & Co (MC) in Q2 2026: 1,003 shares worth $65.6K. The stake represents ﹤0.01% of the portfolio and ranks #2340 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MC as recently as Q4 2025.

Global Retirement Partners first reported a position in MC in Q3 2022 and has held it in 14 quarters since. The position peaked at $68.5K in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Global Retirement Partners held 1,003 shares of Moelis & Co worth $65.6K as of Q2 2026.
  • Moelis & Co was a new Global Retirement Partners position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2340 holding.
  • Global Retirement Partners first reported a position in Moelis & Co in Q3 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Moelis & Co position peaked at $68.5K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.