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Petros Family Wealth’s Moelis & Co MC Stock Holding History

Petros Family Wealth’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
Q1 		– Sell
-3,221
Closed -$221K – 142
2025
Q4 		$221K Sell
3,221
-366
-10% -$24.4K 0.15% 130
2025
Q3 		$256K Sell
3,587
-310
-8% -$22.1K 0.21% 111
2025
Q2 		$243K Buy
3,897
+27
+0.7% +$1.51K 0.22% 111
2025
Q1 		$226K Buy
3,870
+40
+1% +$2.82K 0.25% 109
2024
Q4 		$283K Buy
+3,830
New +$277K 0.31% 93

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Petros Family Wealth's MC Position: Q1 2026 in Review

Petros Family Wealth sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3,221 shares — an estimated $221K sold.

Petros Family Wealth first reported a position in MC in Q4 2024 and held it in 5 quarters. The position peaked at $283K in Q4 2024. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Petros Family Wealth reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Petros Family Wealth sold 3,221 Moelis & Co shares in Q1 2026, an estimated $221K.
  • Petros Family Wealth first reported a position in Moelis & Co in Q4 2024 and held it in 5 quarters.
  • Petros Family Wealth's Moelis & Co position peaked at $283K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.