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Legacy Capital Wealth Partners’s Moelis & Co MC Stock Holding History

Legacy Capital Wealth Partners’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 		$239K Sell
3,647
-257
-7% -$16.9K 0.05% 337
2026
Q1 		$223K Buy
3,904
+731
+23% +$47.5K 0.05% 349
2025
Q4 		$218K Sell
3,173
-157
-5% -$10.5K 0.05% 350
2025
Q3 		$237K Buy
3,330
+10
+0.3% +$714 0.05% 341
2025
Q2 		$207K Buy
+3,320
New +$186K 0.05% 359
2025
Q1 		– Sell
-3,313
Closed -$245K – 366
2024
Q4 		$245K Sell
3,313
-3,468
-51% -$251K 0.06% 302
2024
Q3 		$465K Buy
+6,781
New +$438K 0.09% 209

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

Legacy Capital Wealth Partners's MC Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Moelis & Co (MC) stake by 6.6% in Q2 2026, selling an estimated $16.9K and leaving 3,647 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #337.

Legacy Capital Wealth Partners first reported a position in MC in Q3 2024 and has held it in 7 quarters since. The position peaked at $465K in Q3 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Legacy Capital Wealth Partners held 3,647 shares of Moelis & Co worth $239K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 257 Moelis & Co shares in Q2 2026, an estimated $16.9K.
  • Moelis & Co made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #337 holding.
  • Legacy Capital Wealth Partners first reported a position in Moelis & Co in Q3 2024 and has held it in 7 quarters since.
  • Legacy Capital Wealth Partners's Moelis & Co position peaked at $465K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.