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MassMutual Private Wealth & Trust’s Moelis & Co MC Stock Holding History

MassMutual Private Wealth & Trust’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 		$19.3K Sell
295
-407
-58% -$26.7K ﹤0.01% 1125
2026
Q1 		$40K Buy
702
+167
+31% +$10.9K ﹤0.01% 837
2025
Q4 		$36.8K Sell
535
-41
-7% -$2.74K ﹤0.01% 901
2025
Q3 		$41.1K Buy
576
+36
+7% +$2.57K ﹤0.01% 864
2025
Q2 		$33.7K Sell
540
-104
-16% -$5.84K ﹤0.01% 901
2025
Q1 		$37.6K Buy
644
+605
+1,551% +$42.7K ﹤0.01% 817
2024
Q4 		$2.88K Hold
39
– – ﹤0.01% 1724
2024
Q3 		$2.67K Hold
39
– – ﹤0.01% 1570
2024
Q2 		$2.22K Sell
39
-1
-3% -$54 ﹤0.01% 1598
2024
Q1 		$2.27K Buy
40
+30
+300% +$1.64K ﹤0.01% 1502
2023
Q4 		$561 Buy
10
+6
+150% +$282 ﹤0.01% 1795
2023
Q3 		$181 Hold
4
– – ﹤0.01% 1930
2023
Q2 		$181 Buy
+4
New +$160 ﹤0.01% 1876

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's MC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Moelis & Co (MC) stake by 58% in Q2 2026, selling an estimated $26.7K and leaving 295 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

MassMutual Private Wealth & Trust first reported a position in MC in Q2 2023 and has held it in 13 quarters since. The position peaked at $41.1K in Q3 2025. 121 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 295 shares of Moelis & Co worth $19.3K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 407 Moelis & Co shares in Q2 2026, an estimated $26.7K.
  • Moelis & Co made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1125 holding.
  • MassMutual Private Wealth & Trust first reported a position in Moelis & Co in Q2 2023 and has held it in 13 quarters since.
  • MassMutual Private Wealth & Trust's Moelis & Co position peaked at $41.1K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.