JPL Wealth Management’s Moelis & Co MC Stock Holding History

JPL 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	$3.08K	Hold	47	–	–	﹤0.01%	927
2026 Q1	$2.68K	Buy	+47	New	+$3.06K	﹤0.01%	874

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

JPL Wealth Management's MC Position: Q2 2026 in Review

JPL Wealth Management held its Moelis & Co (MC) position steady in Q2 2026 at 47 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

JPL Wealth Management first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

JPL Wealth Management held 47 shares of Moelis & Co worth $3.08K as of Q2 2026.
JPL Wealth Management left its Moelis & Co share count unchanged in Q2 2026.
Moelis & Co made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #927 holding.
JPL Wealth Management first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.