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Physician Wealth Advisors’s Moelis & Co MC Stock Holding History

Physician Wealth 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
Q1 		– Sell
-43
Closed -$2.96K – 2171
2025
Q4 		$2.96K Hold
43
– – ﹤0.01% 1136
2025
Q3 		$3.07K Hold
43
– – ﹤0.01% 1060
2025
Q2 		$2.68K Buy
43
+27
+169% +$1.51K ﹤0.01% 951
2025
Q1 		$934 Buy
+16
New +$1.13K ﹤0.01% 1126

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Physician Wealth Advisors's MC Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 43 shares — an estimated $2.96K sold.

Physician Wealth Advisors first reported a position in MC in Q1 2025 and held it in 4 quarters. The position peaked at $3.07K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 43 Moelis & Co shares in Q1 2026, an estimated $2.96K.
  • Physician Wealth Advisors first reported a position in Moelis & Co in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Moelis & Co position peaked at $3.07K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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