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

Navigoe 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
Q2 		$0 Buy
+3
New +$197 ﹤0.01% 857

Other funds holding MC

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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

Navigoe Wealth Management's MC Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Moelis & Co (MC) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings.

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

  • Navigoe Wealth Management held 3 shares of Moelis & Co worth $0 as of Q2 2026.
  • Moelis & Co was a new Navigoe Wealth Management position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #857 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.