RFP
MC icon

Root Financial Partners’s Moelis & Co MC Stock Holding History

Root Financial Partners’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 		– Sell
-455
Closed -$25.9K – 2028
2026
Q1 		$25.9K Buy
455
+339
+292% +$22K ﹤0.01% 1182
2025
Q4 		$7.97K Buy
116
+38
+49% +$2.54K ﹤0.01% 1600
2025
Q3 		$5.56K Buy
+78
New +$5.57K ﹤0.01% 1684

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Root Financial Partners's MC Position: Q2 2026 in Review

Root Financial Partners sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 455 shares — an estimated $25.9K sold.

Root Financial Partners first reported a position in MC in Q3 2025 and held it in 3 quarters. The position peaked at $25.9K in Q1 2026. 105 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Root Financial Partners reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 455 Moelis & Co shares in Q2 2026, an estimated $25.9K.
  • Root Financial Partners first reported a position in Moelis & Co in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Moelis & Co position peaked at $25.9K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.