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GW Henssler & Associates’s Moelis & Co MC Stock Holding History

GW Henssler & Associates’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 		$226K Buy
+3,447
New +$226K 0.01% 230
2026
Q1 		– Sell
-3,433
Closed -$236K – 242
2025
Q4 		$236K Buy
3,433
+181
+6% +$12.1K 0.01% 197
2025
Q3 		$232K Buy
+3,252
New +$232K 0.01% 188

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

GW Henssler & Associates's MC Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Moelis & Co (MC) in Q2 2026: 3,447 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in MC as recently as Q4 2025.

GW Henssler & Associates first reported a position in MC in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • GW Henssler & Associates held 3,447 shares of Moelis & Co worth $226K as of Q2 2026.
  • Moelis & Co was a new GW Henssler & Associates position in Q2 2026.
  • Moelis & Co made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #230 holding.
  • GW Henssler & Associates first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • GW Henssler & Associates's Moelis & Co position peaked at $236K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.