TritonPoint Wealth’s Moelis & Co MC Stock Holding History

TritonPoint 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	$292K	Sell	4,463 -29	-0.6%	-$1.9K	0.03%	239
2026 Q1	$256K	Hold	4,492	–	–	0.03%	239
2025 Q4	$309K	Hold	4,492	–	–	0.03%	215
2025 Q3	$320K	Hold	4,492	–	–	0.03%	286
2025 Q2	$280K	Hold	4,492	–	–	0.03%	290
2025 Q1	$262K	Hold	4,492	–	–	0.03%	302
2024 Q4	$332K	Hold	4,492	–	–	0.03%	259
2024 Q3	$310K	Hold	4,492	–	–	0.03%	263
2024 Q2	$255K	Hold	4,492	–	–	0.02%	271
2024 Q1	$252K	Hold	4,492	–	–	0.03%	288
2023 Q4	$252K	Buy	+4,492	New	+$211K	0.02%	297

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TritonPoint Wealth's MC Position: Q2 2026 in Review

TritonPoint Wealth reduced its Moelis & Co (MC) stake by 0.65% in Q2 2026, selling an estimated $1.9K and leaving 4,463 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #239.

TritonPoint Wealth first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $332K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

TritonPoint Wealth held 4,463 shares of Moelis & Co worth $292K as of Q2 2026.
TritonPoint Wealth sold 29 Moelis & Co shares in Q2 2026, an estimated $1.9K.
Moelis & Co made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #239 holding.
TritonPoint Wealth first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Moelis & Co position peaked at $332K in Q4 2024.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.