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Peak Financial Advisors’s Moelis & Co MC Stock Holding History

Peak Financial Advisors’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 		$551K Buy
8,423
+2
+0% +$131 0.23% 56
2026
Q1 		$480K Sell
8,421
-86
-1% -$5.59K 0.21% 59
2025
Q4 		$585K Sell
8,507
-272
-3% -$18.2K 0.26% 67
2025
Q3 		$626K Sell
8,779
-35
-0.4% -$2.5K 0.3% 59
2025
Q2 		$549K Buy
8,814
+247
+3% +$13.9K 0.28% 49
2025
Q1 		$500K Buy
8,567
+204
+2% +$14.4K 0.25% 55
2024
Q4 		$618K Sell
8,363
-134
-2% -$9.7K 0.32% 49
2024
Q3 		$582K Sell
8,497
-252
-3% -$16.3K 0.3% 47
2024
Q2 		$497K Buy
8,749
+34
+0.4% +$1.84K 0.29% 47
2024
Q1 		$495K Buy
8,715
+245
+3% +$13.4K 0.3% 45
2023
Q4 		$475K Buy
8,470
+820
+11% +$38.5K 0.32% 48
2023
Q3 		$345K Buy
7,650
+1,162
+18% +$54.7K 0.37% 32
2023
Q2 		$294K Buy
6,488
+122
+2% +$4.87K 0.23% 56
2023
Q1 		$245K Sell
6,366
-26
-0.4% -$1.12K 0.21% 52
2022
Q4 		$245K Sell
6,392
-519
-8% -$21.1K 0.22% 52
2022
Q3 		$234K Sell
6,911
-1,246
-15% -$52.2K 0.29% 54
2022
Q2 		$321K Sell
8,157
-2,659
-25% -$116K 0.32% 57
2022
Q1 		$508K Sell
10,816
-43
-0.4% -$2.23K 0.44% 52
2021
Q4 		$679K Buy
10,859
+563
+5% +$37.7K 0.52% 39
2021
Q3 		$637K Buy
10,296
+491
+5% +$29.4K 0.56% 33
2021
Q2 		$558K Buy
+9,805
New +$533K 0.48% 44

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Peak Financial Advisors's MC Position: Q2 2026 in Review

Peak Financial Advisors increased its Moelis & Co (MC) stake by 0.02% in Q2 2026, buying an estimated $131 and bringing the position to 8,423 shares worth $551K. The position accounts for 0.23% of the portfolio, ranked #56.

Peak Financial Advisors first reported a position in MC in Q2 2021 and has held it in 21 quarters since. The position peaked at $679K in Q4 2021. 49 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Peak Financial Advisors held 8,423 shares of Moelis & Co worth $551K as of Q2 2026.
  • Peak Financial Advisors bought 2 Moelis & Co shares in Q2 2026, an estimated $131.
  • Moelis & Co made up 0.23% of Peak Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Peak Financial Advisors first reported a position in Moelis & Co in Q2 2021 and has held it in 21 quarters since.
  • Peak Financial Advisors's Moelis & Co position peaked at $679K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.