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High Note Wealth’s Moelis & Co MC Stock Holding History

High Note Wealth’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 		$3.71K Hold
65
– – ﹤0.01% 650
2025
Q4 		$4.47K Sell
65
-3
-4% -$200 ﹤0.01% 555
2025
Q3 		$4.85K Buy
68
+3
+5% +$214 ﹤0.01% 485
2025
Q2 		$4.05K Sell
65
-4
-6% -$224 ﹤0.01% 511
2025
Q1 		$4.03K Hold
69
– – ﹤0.01% 513
2024
Q4 		$5.1K Buy
+69
New +$4.99K ﹤0.01% 428

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

High Note Wealth's MC Position: Q1 2026 in Review

High Note Wealth held its Moelis & Co (MC) position steady in Q1 2026 at 65 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

High Note Wealth first reported a position in MC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.1K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • High Note Wealth held 65 shares of Moelis & Co worth $3.71K as of Q1 2026.
  • High Note Wealth left its Moelis & Co share count unchanged in Q1 2026.
  • Moelis & Co made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #650 holding.
  • High Note Wealth first reported a position in Moelis & Co in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Moelis & Co position peaked at $5.1K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.