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Pinnacle Wealth Planning Services’s Moelis & Co MC Stock Holding History

Pinnacle Wealth Planning Services’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 		$78.5K Sell
1,378
-127
-8% -$8.26K 0.01% 938
2025
Q4 		$103K Buy
+1,505
New +$100K 0.01% 765
2021
Q1 		– Sell
-4
Closed – – 1279
2020
Q4 		$0 Buy
+4
New +$161 ﹤0.01% 2287

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

Pinnacle Wealth Planning Services's MC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Moelis & Co (MC) stake by 8.4% in Q1 2026, selling an estimated $8.26K and leaving 1,378 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #938.

Pinnacle Wealth Planning Services first reported a position in MC in Q4 2020 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,378 shares of Moelis & Co worth $78.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 127 Moelis & Co shares in Q1 2026, an estimated $8.26K.
  • Moelis & Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #938 holding.
  • Pinnacle Wealth Planning Services first reported a position in Moelis & Co in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Moelis & Co position peaked at $103K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.