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

Kingsview 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 		$718K Buy
+10,973
New +$719K 0.01% 851
2022
Q2 		– Sell
-24,592
Closed -$1.15M – 881
2022
Q1 		$1.15M Buy
24,592
+19,242
+360% +$1M 0.05% 350
2021
Q4 		$334K Buy
+5,350
New +$358K 0.01% 687

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

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

Kingsview Wealth Management opened a new position in Moelis & Co (MC) in Q2 2026: 10,973 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in MC as recently as Q1 2022.

Kingsview Wealth Management first reported a position in MC in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2022. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Kingsview Wealth Management held 10,973 shares of Moelis & Co worth $718K as of Q2 2026.
  • Moelis & Co was a new Kingsview Wealth Management position in Q2 2026.
  • Moelis & Co made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #851 holding.
  • Kingsview Wealth Management first reported a position in Moelis & Co in Q4 2021 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Moelis & Co position peaked at $1.15M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.