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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Concepts's MC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Moelis & Co (MC) stake by 110% in Q1 2026, buying an estimated $321K and bringing the position to 9,432 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Integrated Wealth Concepts first reported a position in MC in Q2 2023 and has held it in 12 quarters since. The position peaked at $674K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Integrated Wealth Concepts held 9,432 shares of Moelis & Co worth $538K as of Q1 2026.
Integrated Wealth Concepts bought 4,935 Moelis & Co shares in Q1 2026, an estimated $321K.
Moelis & Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1496 holding.
Integrated Wealth Concepts first reported a position in Moelis & Co in Q2 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Moelis & Co position peaked at $674K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.