NWMP
MC icon

Noble Wealth Management PBC’s Moelis & Co MC Stock Holding History

Noble Wealth Management PBC’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
Q3 		$58 Sell
1
-23
-96% -$1.51K ﹤0.01% 782
2026
Q2 		$1.57K Buy
+24
New +$1.57K ﹤0.01% 616

Other funds holding MC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Noble Wealth Management PBC's MC Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Moelis & Co (MC) stake by 96% in Q3 2026, selling an estimated $1.51K and leaving 1 share worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Noble Wealth Management PBC first reported a position in MC in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.57K in Q2 2026. 9 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Noble Wealth Management PBC held 1 share of Moelis & Co worth $58 as of Q3 2026.
  • Noble Wealth Management PBC sold 23 Moelis & Co shares in Q3 2026, an estimated $1.51K.
  • Moelis & Co made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #782 holding.
  • Noble Wealth Management PBC first reported a position in Moelis & Co in Q2 2026 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Moelis & Co position peaked at $1.57K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.