Quest 10 Wealth Builders
MC icon

Quest 10 Wealth Builders’s Moelis & Co MC Stock Holding History

Quest 10 Wealth Builders’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
Q3 		$288 Hold
5
– – ﹤0.01% 781
2026
Q2 		$327 Hold
5
– – ﹤0.01% 745
2026
Q1 		$285 Hold
5
– – ﹤0.01% 736
2025
Q4 		$344 Hold
5
– – ﹤0.01% 723
2025
Q3 		$357 Hold
5
– – ﹤0.01% 808
2025
Q2 		$312 Hold
5
– – ﹤0.01% 728
2025
Q1 		$292 Hold
5
– – ﹤0.01% 712
2024
Q4 		$369 Buy
+5
New +$362 ﹤0.01% 682

Other funds holding MC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Quest 10 Wealth Builders's MC Position: Q3 2026 in Review

Quest 10 Wealth Builders held its Moelis & Co (MC) position steady in Q3 2026 at 5 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Quest 10 Wealth Builders first reported a position in MC in Q4 2024 and has held it in 8 quarters since. The position peaked at $369 in Q4 2024. 173 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Quest 10 Wealth Builders held 5 shares of Moelis & Co worth $288 as of Q3 2026.
  • Quest 10 Wealth Builders left its Moelis & Co share count unchanged in Q3 2026.
  • Moelis & Co made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #781 holding.
  • Quest 10 Wealth Builders first reported a position in Moelis & Co in Q4 2024 and has held it in 8 quarters since.
  • Quest 10 Wealth Builders's Moelis & Co position peaked at $369 in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.