MAM
MC icon

Marquette Asset Management’s Moelis & Co MC Stock Holding History

Marquette Asset 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
Q3 		$5.87K Hold
102
– – ﹤0.01% 350
2026
Q2 		$6.67K Hold
102
– – ﹤0.01% 383
2026
Q1 		$5.81K Buy
+102
New +$6.63K ﹤0.01% 329

Other funds holding MC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Marquette Asset Management's MC Position: Q3 2026 in Review

Marquette Asset Management held its Moelis & Co (MC) position steady in Q3 2026 at 102 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Marquette Asset Management first reported a position in MC in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.67K in Q2 2026. 9 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Marquette Asset Management held 102 shares of Moelis & Co worth $5.87K as of Q3 2026.
  • Marquette Asset Management left its Moelis & Co share count unchanged in Q3 2026.
  • Moelis & Co made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #350 holding.
  • Marquette Asset Management first reported a position in Moelis & Co in Q1 2026 and has held it in 3 quarters since.
  • Marquette Asset Management's Moelis & Co position peaked at $6.67K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.