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 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 $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

TritonPoint Wealth's MC Position: Q1 2026 in Review

TritonPoint Wealth held its Moelis & Co (MC) position steady in Q1 2026 at 4,492 shares worth $256K. 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 10 quarters since. The position peaked at $332K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

TritonPoint Wealth held 4,492 shares of Moelis & Co worth $256K as of Q1 2026.
TritonPoint Wealth left its Moelis & Co share count unchanged in Q1 2026.
Moelis & Co made up 0.03% of TritonPoint Wealth's portfolio in Q1 2026, its #239 holding.
TritonPoint Wealth first reported a position in Moelis & Co in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Moelis & Co position peaked at $332K in Q4 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.