Marshall Financial Group (Maryland)’s Moelis & Co MC Stock Holding History

Marshall Financial Group (Maryland)’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	$807K	Buy	+12,334	New	+$809K	0.12%	166

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Moelis & Co (MC) in Q2 2026: 12,334 shares worth $807K. The stake represents 0.12% of the portfolio and ranks #166 among its holdings.

76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Marshall Financial Group (Maryland) held 12,334 shares of Moelis & Co worth $807K as of Q2 2026.
Moelis & Co was a new Marshall Financial Group (Maryland) position in Q2 2026.
Moelis & Co made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #166 holding.
76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.