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

Private 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 		$9.62K Hold
147
– – ﹤0.01% 592
2026
Q1 		$8.38K Hold
147
– – ﹤0.01% 583
2025
Q4 		$10.1K Hold
147
– – ﹤0.01% 506
2025
Q3 		$10.5K Hold
147
– – ﹤0.01% 493
2025
Q2 		$9.16K Hold
147
– – ﹤0.01% 521
2025
Q1 		$8.58K Hold
147
– – ﹤0.01% 524
2024
Q4 		$10.9K Hold
147
– – ﹤0.01% 440
2024
Q3 		$10.1K Hold
147
– – ﹤0.01% 457
2024
Q2 		$8.36K Buy
147
+82
+126% +$4.43K ﹤0.01% 496
2024
Q1 		$3.69K Hold
65
– – ﹤0.01% 732
2023
Q4 		$3.65K Buy
+65
New +$3.05K ﹤0.01% 740

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

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

Private Wealth Management Group held its Moelis & Co (MC) position steady in Q2 2026 at 147 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Private Wealth Management Group first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9K in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Private Wealth Management Group held 147 shares of Moelis & Co worth $9.62K as of Q2 2026.
  • Private Wealth Management Group left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #592 holding.
  • Private Wealth Management Group first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Moelis & Co position peaked at $10.9K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.