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Strata Wealth Advisors’s Moelis & Co MC Stock Holding History

Strata Wealth Advisors’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 		$625K Sell
10,960
-437
-4% -$28.4K 0.17% 45
2025
Q4 		$783K Sell
11,397
-12,506
-52% -$835K 0.22% 41
2025
Q3 		$1.7M Sell
23,903
-561
-2% -$40.1K 0.45% 33
2025
Q2 		$1.52M Sell
24,464
-3,654
-13% -$205K 0.42% 30
2025
Q1 		$1.64M Sell
28,118
-508
-2% -$35.8K 0.51% 25
2024
Q4 		$2.11M Sell
28,626
-86
-0.3% -$6.22K 0.66% 23
2024
Q3 		$1.97M Sell
28,712
-716
-2% -$46.2K 0.63% 24
2024
Q2 		$1.67M Sell
29,428
-715
-2% -$38.6K 0.58% 25
2024
Q1 		$1.71M Sell
30,143
-21,907
-42% -$1.2M 0.6% 23
2023
Q4 		$2.92M Buy
+52,050
New +$2.45M 1.15% 14

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

Strata Wealth Advisors's MC Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Moelis & Co (MC) stake by 3.8% in Q1 2026, selling an estimated $28.4K and leaving 10,960 shares worth $625K. The position accounts for 0.17% of the portfolio, ranked #45.

Strata Wealth Advisors first reported a position in MC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.92M in Q4 2023. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Strata Wealth Advisors held 10,960 shares of Moelis & Co worth $625K as of Q1 2026.
  • Strata Wealth Advisors sold 437 Moelis & Co shares in Q1 2026, an estimated $28.4K.
  • Moelis & Co made up 0.17% of Strata Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Strata Wealth Advisors first reported a position in Moelis & Co in Q4 2023 and has held it in 10 quarters since.
  • Strata Wealth Advisors's Moelis & Co position peaked at $2.92M in Q4 2023.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.