TWD
MC icon

True Wealth Design’s Moelis & Co MC Stock Holding History

True Wealth Design’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 		$4.12K Hold
63
– – ﹤0.01% 1412
2026
Q1 		$3.59K Buy
+63
New +$4.1K ﹤0.01% 1335
2025
Q2 		– Sell
-201
Closed -$11.7K – 2723
2025
Q1 		$11.7K Buy
201
+198
+6,600% +$14K ﹤0.01% 433
2024
Q4 		$222 Buy
+3
New +$217 ﹤0.01% 1204

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

True Wealth Design's MC Position: Q2 2026 in Review

True Wealth Design held its Moelis & Co (MC) position steady in Q2 2026 at 63 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

True Wealth Design first reported a position in MC in Q4 2024 and has held it in 4 quarters since. The position peaked at $11.7K in Q1 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • True Wealth Design held 63 shares of Moelis & Co worth $4.12K as of Q2 2026.
  • True Wealth Design left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1412 holding.
  • True Wealth Design first reported a position in Moelis & Co in Q4 2024 and has held it in 4 quarters since.
  • True Wealth Design's Moelis & Co position peaked at $11.7K in Q1 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.