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Prestige Wealth Management Group’s Moelis & Co MC Stock Holding History

Prestige Wealth Management 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
Q2 		$589 Buy
9
+6
+200% +$393 ﹤0.01% 1005
2026
Q1 		$171 Buy
+3
New +$195 ﹤0.01% 1086

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

Prestige Wealth Management Group's MC Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Moelis & Co (MC) stake by 200% in Q2 2026, buying an estimated $393 and bringing the position to 9 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Prestige Wealth Management Group first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Prestige Wealth Management Group held 9 shares of Moelis & Co worth $589 as of Q2 2026.
  • Prestige Wealth Management Group bought 6 Moelis & Co shares in Q2 2026, an estimated $393.
  • Moelis & Co made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1005 holding.
  • Prestige Wealth Management Group first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.