StackStone Wealth’s Moelis & Co MC Stock Holding History

StackStone Wealth’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	$2.56M	Buy	+44,530	New	+$2.93M	0.25%	109

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

StackStone Wealth's MC Position: Q3 2026 in Review

StackStone Wealth opened a new position in Moelis & Co (MC) in Q3 2026: 44,530 shares worth $2.56M. The stake represents 0.25% of the portfolio and ranks #109 among its holdings.

103 funds tracked by Wall St. Rank hold MC as of Q3 2026.

StackStone Wealth held 44,530 shares of Moelis & Co worth $2.56M as of Q3 2026.
Moelis & Co was a new StackStone Wealth position in Q3 2026.
Moelis & Co made up 0.25% of StackStone Wealth's portfolio in Q3 2026, its #109 holding.
103 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.