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Kestra Private Wealth Services’s Moelis & Co MC Stock Holding History

Kestra Private Wealth 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
Q2 		$551K Sell
8,419
-84
-1% -$5.51K 0.01% 1181
2026
Q1 		$485K Buy
+8,503
New +$553K 0.01% 1227
2025
Q1 		– Sell
-5,187
Closed -$383K – 1545
2024
Q4 		$383K Buy
+5,187
New +$375K 0.01% 1044

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

Kestra Private Wealth Services's MC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Moelis & Co (MC) stake by 0.99% in Q2 2026, selling an estimated $5.51K and leaving 8,419 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #1181.

Kestra Private Wealth Services first reported a position in MC in Q4 2024 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Kestra Private Wealth Services held 8,419 shares of Moelis & Co worth $551K as of Q2 2026.
  • Kestra Private Wealth Services sold 84 Moelis & Co shares in Q2 2026, an estimated $5.51K.
  • Moelis & Co made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1181 holding.
  • Kestra Private Wealth Services first reported a position in Moelis & Co in Q4 2024 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.