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Nvest Wealth Strategies’s Moelis & Co MC Stock Holding History

Nvest Wealth Strategies’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 		$4.91K Hold
75
– – ﹤0.01% 153
2026
Q1 		$4.28K Hold
75
– – ﹤0.01% 161
2025
Q4 		$5.16K Buy
+75
New +$5.01K ﹤0.01% 149

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 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

Nvest Wealth Strategies's MC Position: Q2 2026 in Review

Nvest Wealth Strategies held its Moelis & Co (MC) position steady in Q2 2026 at 75 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Nvest Wealth Strategies first reported a position in MC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.16K in Q4 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Nvest Wealth Strategies held 75 shares of Moelis & Co worth $4.91K as of Q2 2026.
  • Nvest Wealth Strategies left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #153 holding.
  • Nvest Wealth Strategies first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Moelis & Co position peaked at $5.16K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.