HWAM
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Hennion & Walsh Asset Management’s Moelis & Co MC Stock Holding History

Hennion & Walsh Asset 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 		$1.34M Buy
20,525
+474
+2% +$31.1K 0.04% 491
2026
Q1 		$1.14M Sell
20,051
-851
-4% -$55.3K 0.04% 474
2025
Q4 		$1.44M Sell
20,902
-2,414
-10% -$161K 0.05% 429
2025
Q3 		$1.66M Sell
23,316
-1,090
-4% -$77.8K 0.06% 389
2025
Q2 		$1.52M Sell
24,406
-442
-2% -$24.8K 0.06% 376
2025
Q1 		$1.45M Sell
24,848
-3,033
-11% -$214K 0.06% 363
2024
Q4 		$2.06M Buy
27,881
+626
+2% +$45.3K 0.09% 281
2024
Q3 		$1.87M Sell
27,255
-2,619
-9% -$169K 0.09% 296
2024
Q2 		$1.7M Sell
29,874
-1,824
-6% -$98.6K 0.09% 286
2024
Q1 		$1.8M Sell
31,698
-2,051
-6% -$112K 0.1% 279
2023
Q4 		$1.89M Buy
33,749
+350
+1% +$16.4K 0.11% 247
2023
Q3 		$1.51M Sell
33,399
-786
-2% -$37K 0.1% 263
2023
Q2 		$1.55M Buy
34,185
+4,234
+14% +$169K 0.09% 268
2023
Q1 		$1.15M Buy
29,951
+5,100
+21% +$219K 0.07% 333
2022
Q4 		$954K Buy
24,851
+4,125
+20% +$167K 0.06% 350
2022
Q3 		$701K Buy
20,726
+4,496
+28% +$188K 0.05% 410
2022
Q2 		$639K Buy
16,230
+2,956
+22% +$129K 0.04% 436
2022
Q1 		$623K Buy
13,274
+532
+4% +$27.7K 0.03% 464
2021
Q4 		$797K Sell
12,742
-761
-6% -$51K 0.04% 430
2021
Q3 		$835K Sell
13,503
-621
-4% -$37.2K 0.04% 392
2021
Q2 		$804K Sell
14,124
-1,701
-11% -$92.4K 0.04% 410
2021
Q1 		$868K Buy
+15,825
New +$848K 0.05% 384

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return