MWM
MC icon

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

Modern 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
Q1 		– Sell
-4,061
Closed -$279K – 924
2025
Q4 		$279K Buy
+4,061
New +$271K 0.01% 703

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Modern Wealth Management's MC Position: Q1 2026 in Review

Modern Wealth Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 4,061 shares — an estimated $279K sold.

Modern Wealth Management first reported a position in MC in Q4 2025 and held it in 1 quarter. The position peaked at $279K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Modern Wealth Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 4,061 Moelis & Co shares in Q1 2026, an estimated $279K.
  • Modern Wealth Management first reported a position in Moelis & Co in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's Moelis & Co position peaked at $279K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.