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Trajan Wealth’s Moelis & Co MC Stock Holding History

Trajan 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
Q2 		$380K Sell
5,815
-382
-6% -$25K 0.01% 117
2026
Q1 		$353K Buy
6,197
+1,339
+28% +$87K 0.01% 120
2025
Q4 		$334K Sell
4,858
-254
-5% -$17K 0.01% 125
2025
Q3 		$365K Sell
5,112
-980
-16% -$70K 0.02% 124
2025
Q2 		$380K Buy
6,092
+1,065
+21% +$59.8K 0.02% 119
2025
Q1 		$293K Buy
5,027
+1,895
+61% +$134K 0.02% 127
2024
Q4 		$231K Sell
3,132
-346
-10% -$25K 0.01% 150
2024
Q3 		$238K Sell
3,478
-220
-6% -$14.2K 0.01% 162
2024
Q2 		$210K Sell
3,698
-254
-6% -$13.7K 0.01% 150
2024
Q1 		$224K Buy
+3,952
New +$216K 0.02% 167

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

Trajan Wealth's MC Position: Q2 2026 in Review

Trajan Wealth reduced its Moelis & Co (MC) stake by 6.2% in Q2 2026, selling an estimated $25K and leaving 5,815 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #117.

Trajan Wealth first reported a position in MC in Q1 2024 and has held it in 10 quarters since. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Trajan Wealth held 5,815 shares of Moelis & Co worth $380K as of Q2 2026.
  • Trajan Wealth sold 382 Moelis & Co shares in Q2 2026, an estimated $25K.
  • Moelis & Co made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #117 holding.
  • Trajan Wealth first reported a position in Moelis & Co in Q1 2024 and has held it in 10 quarters since.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.