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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
Q2 		$94.5K Buy
1,444
+66
+5% +$4.33K 0.01% 907
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's MC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Moelis & Co (MC) stake by 4.8% in Q2 2026, buying an estimated $4.33K and bringing the position to 1,444 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #907.

Pinnacle Wealth Planning Services first reported a position in MC in Q4 2020 and has held it in 4 quarters since. The position peaked at $103K in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,444 shares of Moelis & Co worth $94.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 66 Moelis & Co shares in Q2 2026, an estimated $4.33K.
  • Moelis & Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #907 holding.
  • Pinnacle Wealth Planning Services first reported a position in Moelis & Co in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Moelis & Co position peaked at $103K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.