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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trajan Wealth's MC Position: Q1 2026 in Review

Trajan Wealth increased its Moelis & Co (MC) stake by 28% in Q1 2026, buying an estimated $87K and bringing the position to 6,197 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #120.

Trajan Wealth first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $380K in Q2 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Trajan Wealth held 6,197 shares of Moelis & Co worth $353K as of Q1 2026.
Trajan Wealth bought 1,339 Moelis & Co shares in Q1 2026, an estimated $87K.
Moelis & Co made up 0.01% of Trajan Wealth's portfolio in Q1 2026, its #120 holding.
Trajan Wealth first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's Moelis & Co position peaked at $380K in Q2 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.