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

Salvus 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
Q2 		$1.94M Sell
29,689
-1,259
-4% -$82.6K 1.09% 29
2026
Q1 		$1.76M Buy
30,948
+3,058
+11% +$199K 1.03% 32
2025
Q4 		$1.92M Buy
27,890
+340
+1% +$22.7K 1.07% 27
2025
Q3 		$1.96M Buy
27,550
+100
+0.4% +$7.14K 1.1% 26
2025
Q2 		$1.71M Sell
27,450
-298
-1% -$16.7K 1% 29
2025
Q1 		$1.62M Sell
27,748
-8,811
-24% -$621K 1.02% 30
2024
Q4 		$2.7M Sell
36,559
-11,068
-23% -$801K 1.72% 16
2024
Q3 		$3.26M Sell
47,627
-12,823
-21% -$828K 2% 15
2024
Q2 		$3.44M Sell
60,450
-1,203
-2% -$65K 2.36% 12
2024
Q1 		$3.5M Sell
61,653
-500
-0.8% -$27.3K 2.39% 15
2023
Q4 		$3.49M Sell
62,153
-2,235
-3% -$105K 2.48% 14
2023
Q3 		$2.91M Sell
64,388
-32
-0% -$1.51K 2.3% 15
2023
Q2 		$2.92M Buy
64,420
+15,398
+31% +$614K 2.25% 16
2023
Q1 		$1.88M Buy
49,022
+750
+2% +$32.2K 1.52% 18
2022
Q4 		$1.85M Sell
48,272
-35
-0.1% -$1.42K 1.7% 18
2022
Q3 		$1.63M Sell
48,307
-28
-0.1% -$1.17K 1.55% 21
2022
Q2 		$1.9M Buy
48,335
+903
+2% +$39.4K 1.7% 18
2022
Q1 		$2.23M Buy
47,432
+1,571
+3% +$81.7K 1.7% 19
2021
Q4 		$2.87M Sell
45,861
-95
-0.2% -$6.36K 2.1% 15
2021
Q3 		$2.84M Buy
45,956
+1,170
+3% +$70.1K 2.32% 11
2021
Q2 		$2.55M Sell
44,786
-149
-0.3% -$8.09K 2.15% 13
2021
Q1 		$2.47M Buy
44,935
+770
+2% +$41.3K 2.31% 14
2020
Q4 		$2.27M Buy
+44,165
New +$1.78M 2.45% 11

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

Salvus Wealth Management's MC Position: Q2 2026 in Review

Salvus Wealth Management reduced its Moelis & Co (MC) stake by 4.1% in Q2 2026, selling an estimated $82.6K and leaving 29,689 shares worth $1.94M. The position accounts for 1.09% of the portfolio, ranked #29.

Salvus Wealth Management first reported a position in MC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.5M in Q1 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Salvus Wealth Management held 29,689 shares of Moelis & Co worth $1.94M as of Q2 2026.
  • Salvus Wealth Management sold 1,259 Moelis & Co shares in Q2 2026, an estimated $82.6K.
  • Moelis & Co made up 1.09% of Salvus Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Salvus Wealth Management first reported a position in Moelis & Co in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Moelis & Co position peaked at $3.5M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.