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Institute for Wealth Management’s Moelis & Co MC Stock Holding History

Institute for Wealth 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 		$3.93K Buy
+60
New +$3.93K ﹤0.01% 1493

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Institute for Wealth Management's MC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Moelis & Co (MC) in Q2 2026: 60 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

203 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Institute for Wealth Management held 60 shares of Moelis & Co worth $3.93K as of Q2 2026.
  • Moelis & Co was a new Institute for Wealth Management position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1493 holding.
  • 203 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.