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N.E.W. Advisory Services’s Moelis & Co MC Stock Holding History

N.E.W. Advisory Services’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 		$2.55K Buy
+39
New +$2.56K ﹤0.01% 822

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

N.E.W. Advisory Services's MC Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Moelis & Co (MC) in Q2 2026: 39 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

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

  • N.E.W. Advisory Services held 39 shares of Moelis & Co worth $2.55K as of Q2 2026.
  • Moelis & Co was a new N.E.W. Advisory Services position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #822 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.