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Portside Wealth Group’s Moelis & Co MC Stock Holding History

Portside Wealth Group’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
-3,091
Closed -$212K – 501
2025
Q4 		$212K Sell
3,091
-730
-19% -$48.7K 0.03% 437
2025
Q3 		$273K Sell
3,821
-133
-3% -$9.49K 0.04% 397
2025
Q2 		$246K Buy
+3,954
New +$222K 0.04% 396
2025
Q1 		– Sell
-2,834
Closed -$209K – 440
2024
Q4 		$209K Buy
+2,834
New +$205K 0.03% 396

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

Portside Wealth Group's MC Position: Q1 2026 in Review

Portside Wealth Group sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3,091 shares — an estimated $212K sold.

Portside Wealth Group first reported a position in MC in Q4 2024 and held it in 4 quarters. The position peaked at $273K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Portside Wealth Group reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 3,091 Moelis & Co shares in Q1 2026, an estimated $212K.
  • Portside Wealth Group first reported a position in Moelis & Co in Q4 2024 and held it in 4 quarters.
  • Portside Wealth Group's Moelis & Co position peaked at $273K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.