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JFS Wealth Advisors’s Moelis & Co MC Stock Holding History

JFS Wealth Advisors’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 		$3.01K Buy
46
+14
+44% +$918 ﹤0.01% 1473
2026
Q1 		$1.82K Buy
32
+5
+19% +$325 ﹤0.01% 1533
2025
Q4 		$1.86K Buy
27
+7
+35% +$467 ﹤0.01% 1568
2025
Q3 		$1.43K Sell
20
-1
-5% -$71 ﹤0.01% 1520
2025
Q2 		$1.31K Sell
21
-8
-28% -$449 ﹤0.01% 1504
2025
Q1 		$1.69K Hold
29
– – ﹤0.01% 1523
2024
Q4 		$2.14K Hold
29
– – ﹤0.01% 1447
2024
Q3 		$1.99K Hold
29
– – ﹤0.01% 1495
2024
Q2 		$1.65K Hold
29
– – ﹤0.01% 1513
2024
Q1 		$1.65K Hold
29
– – ﹤0.01% 1515
2023
Q4 		$1.63K Sell
29
-9
-24% -$423 ﹤0.01% 1515
2023
Q3 		$1.72K Buy
38
+9
+31% +$424 ﹤0.01% 1421
2023
Q2 		$1.31K Sell
29
-8
-22% -$319 ﹤0.01% 1519
2023
Q1 		$1.42K Buy
37
+5
+16% +$215 ﹤0.01% 1481
2022
Q4 		$1.23K Sell
32
-4
-11% -$162 ﹤0.01% 1552
2022
Q3 		$1K Buy
36
+22
+157% +$921 ﹤0.01% 1588
2022
Q2 		$1K Sell
14
-14
-50% -$611 ﹤0.01% 1579
2022
Q1 		$1K Buy
28
+16
+133% +$832 ﹤0.01% 1678
2021
Q4 		$1K Buy
+12
New +$804 ﹤0.01% 1450

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's MC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Moelis & Co (MC) stake by 44% in Q2 2026, buying an estimated $918 and bringing the position to 46 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

JFS Wealth Advisors first reported a position in MC in Q4 2021 and has held it in 19 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of Moelis & Co worth $3.01K as of Q2 2026.
  • JFS Wealth Advisors bought 14 Moelis & Co shares in Q2 2026, an estimated $918.
  • Moelis & Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1473 holding.
  • JFS Wealth Advisors first reported a position in Moelis & Co in Q4 2021 and has held it in 19 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.