QPW
MC icon

Quantum Private Wealth’s Moelis & Co MC Stock Holding History

Quantum Private Wealth’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 		$645K Hold
11,314
– – 0.2% 81
2025
Q4 		$778K Sell
11,314
-438
-4% -$29.2K 0.23% 74
2025
Q3 		$838K Hold
11,752
– – 0.24% 69
2025
Q2 		$732K Hold
11,752
– – 0.24% 73
2025
Q1 		$686K Hold
11,752
– – 0.26% 71
2024
Q4 		$868K Hold
11,752
– – 0.28% 66
2024
Q3 		$805K Hold
11,752
– – 0.27% 72
2024
Q2 		$668K Hold
11,752
– – 0.24% 76
2024
Q1 		$667K Hold
11,752
– – 0.25% 77
2023
Q4 		$660K Sell
11,752
-13
-0.1% -$611 0.28% 80
2023
Q3 		$531K Hold
11,765
– – 0.25% 86
2023
Q2 		$533K Hold
11,765
– – 0.25% 92
2023
Q1 		$452K Hold
11,765
– – 0.24% 97
2022
Q4 		$451K Sell
11,765
-296
-2% -$12K 0.29% 92
2022
Q3 		$407K Buy
12,061
+3,990
+49% +$167K 0.25% 100
2022
Q2 		$317K Hold
8,071
– – 0.19% 117
2022
Q1 		$378K Hold
8,071
– – 0.16% 125
2021
Q4 		$504K Buy
+8,071
New +$541K 0.19% 110

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

Quantum Private Wealth's MC Position: Q1 2026 in Review

Quantum Private Wealth held its Moelis & Co (MC) position steady in Q1 2026 at 11,314 shares worth $645K. The position accounts for 0.2% of the portfolio, ranked #81.

Quantum Private Wealth first reported a position in MC in Q4 2021 and has held it in 18 quarters since. The position peaked at $868K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Quantum Private Wealth held 11,314 shares of Moelis & Co worth $645K as of Q1 2026.
  • Quantum Private Wealth left its Moelis & Co share count unchanged in Q1 2026.
  • Moelis & Co made up 0.2% of Quantum Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Quantum Private Wealth first reported a position in Moelis & Co in Q4 2021 and has held it in 18 quarters since.
  • Quantum Private Wealth's Moelis & Co position peaked at $868K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.