Q1WB
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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
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

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

Quest 10 Wealth Builders's MC Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Moelis & Co (MC) position steady in Q2 2026 at 5 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Quest 10 Wealth Builders first reported a position in MC in Q4 2024 and has held it in 7 quarters since. The position peaked at $369 in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Quest 10 Wealth Builders held 5 shares of Moelis & Co worth $327 as of Q2 2026.
  • Quest 10 Wealth Builders left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #745 holding.
  • Quest 10 Wealth Builders first reported a position in Moelis & Co in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Moelis & Co position peaked at $369 in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.