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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GW Henssler & Associates's MC Position: Q1 2026 in Review

GW Henssler & Associates sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3,433 shares — an estimated $236K sold.

GW Henssler & Associates first reported a position in MC in Q3 2025 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • GW Henssler & Associates reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • GW Henssler & Associates sold 3,433 Moelis & Co shares in Q1 2026, an estimated $236K.
  • GW Henssler & Associates first reported a position in Moelis & Co in Q3 2025 and held it in 2 quarters.
  • GW Henssler & Associates's Moelis & Co position peaked at $236K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.