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Rialto Wealth Management’s Moelis & Co MC Stock Holding History

Rialto Wealth Management’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 		$513 Buy
9
+5
+125% +$325 ﹤0.01% 1360
2025
Q4 		$275 Buy
4
+2
+100% +$133 ﹤0.01% 1441
2025
Q3 		$143 Buy
2
+1
+100% +$71 ﹤0.01% 1556
2025
Q2 		$63 Buy
+1
New +$56 ﹤0.01% 1604

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

Rialto Wealth Management's MC Position: Q1 2026 in Review

Rialto Wealth Management increased its Moelis & Co (MC) stake by 125% in Q1 2026, buying an estimated $325 and bringing the position to 9 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Rialto Wealth Management first reported a position in MC in Q2 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Rialto Wealth Management held 9 shares of Moelis & Co worth $513 as of Q1 2026.
  • Rialto Wealth Management bought 5 Moelis & Co shares in Q1 2026, an estimated $325.
  • Moelis & Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1360 holding.
  • Rialto Wealth Management first reported a position in Moelis & Co in Q2 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.