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Persistent Asset Partners’s Moelis & Co MC Stock Holding History

Persistent Asset Partners’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 		$13.8K Buy
+211
New +$13.8K ﹤0.01% 662

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WA
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State Street
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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

Persistent Asset Partners's MC Position: Q2 2026 in Review

Persistent Asset Partners opened a new position in Moelis & Co (MC) in Q2 2026: 211 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings.

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

  • Persistent Asset Partners held 211 shares of Moelis & Co worth $13.8K as of Q2 2026.
  • Moelis & Co was a new Persistent Asset Partners position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Persistent Asset Partners's portfolio in Q2 2026, its #662 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.