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Kestra Advisory Services’s Moelis & Co MC Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,136
Closed -$147K – 3865
2025
Q4 		$147K Buy
+2,136
New +$143K ﹤0.01% 3143
2022
Q2 		– Sell
-4,806
Closed -$226K – 2205
2022
Q1 		$226K Buy
+4,806
New +$250K ﹤0.01% 1770
2021
Q4 		– Sell
-4,538
Closed -$281K – 2114
2021
Q3 		$281K Sell
4,538
-44
-1% -$2.64K ﹤0.01% 1720
2021
Q2 		$261K Buy
+4,582
New +$249K ﹤0.01% 1659

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's MC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 2,136 shares — an estimated $147K sold.

Kestra Advisory Services first reported a position in MC in Q2 2021 and held it in 4 quarters. The position peaked at $281K in Q3 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,136 Moelis & Co shares in Q1 2026, an estimated $147K.
  • Kestra Advisory Services first reported a position in Moelis & Co in Q2 2021 and held it in 4 quarters.
  • Kestra Advisory Services's Moelis & Co position peaked at $281K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.