Integrated Wealth Concepts’s Moelis & Co MC Stock Holding History

Integrated Wealth Concepts’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	$344K	Sell	5,265 -4,167	-44%	-$273K	﹤0.01%	1893
2026 Q1	$538K	Buy	9,432 +4,935	+110%	+$321K	﹤0.01%	1496
2025 Q4	$309K	Sell	4,497 -4,958	-52%	-$331K	﹤0.01%	1303
2025 Q3	$674K	Buy	9,455 +3,773	+66%	+$269K	0.01%	1192
2025 Q2	$354K	Buy	5,682 +883	+18%	+$49.6K	﹤0.01%	1473
2025 Q1	$280K	Buy	4,799 +432	+10%	+$30.5K	﹤0.01%	1446
2024 Q4	$323K	Sell	4,367 -173	-4%	-$12.5K	﹤0.01%	1327
2024 Q3	$311K	Buy	4,540 +2	+0%	+$129	﹤0.01%	1315
2024 Q2	$258K	Hold	4,538	–	–	﹤0.01%	1397
2024 Q1	$258K	Sell	4,538 -17	-0.4%	-$928	﹤0.01%	1401
2023 Q4	$256K	Sell	4,555 -133	-3%	-$6.25K	﹤0.01%	1341
2023 Q3	$212K	Sell	4,688 -1	-0%	-$47	﹤0.01%	1383
2023 Q2	$213K	Buy	+4,689	New	+$187K	﹤0.01%	1397

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Concepts's MC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Moelis & Co (MC) stake by 44% in Q2 2026, selling an estimated $273K and leaving 5,265 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Integrated Wealth Concepts first reported a position in MC in Q2 2023 and has held it in 13 quarters since. The position peaked at $674K in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Integrated Wealth Concepts held 5,265 shares of Moelis & Co worth $344K as of Q2 2026.
Integrated Wealth Concepts sold 4,167 Moelis & Co shares in Q2 2026, an estimated $273K.
Moelis & Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1893 holding.
Integrated Wealth Concepts first reported a position in Moelis & Co in Q2 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's Moelis & Co position peaked at $674K in Q3 2025.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.