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Trust Point Inc’s Moelis & Co MC Stock Holding History

Trust Point Inc’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 		$361K Sell
5,513
-2,974
-35% -$195K 0.03% 293
2026
Q1 		$484K Sell
8,487
-125
-1% -$8.13K 0.04% 264
2025
Q4 		$592K Sell
8,612
-55
-0.6% -$3.67K 0.05% 192
2025
Q3 		$618K Buy
8,667
+1,783
+26% +$127K 0.05% 183
2025
Q2 		$429K Sell
6,884
-4,635
-40% -$260K 0.04% 217
2025
Q1 		$672K Sell
11,519
-6,282
-35% -$443K 0.06% 173
2024
Q4 		$1.32M Sell
17,801
-1,175
-6% -$85K 0.09% 117
2024
Q3 		$1.3M Buy
18,976
+147
+0.8% +$9.49K 0.1% 117
2024
Q2 		$1.07M Buy
18,829
+782
+4% +$42.3K 0.09% 138
2024
Q1 		$1.02M Buy
18,047
+5,366
+42% +$293K 0.08% 156
2023
Q4 		$712K Buy
+12,681
New +$596K 0.06% 195

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trust Point Inc's MC Position: Q2 2026 in Review

Trust Point Inc reduced its Moelis & Co (MC) stake by 35% in Q2 2026, selling an estimated $195K and leaving 5,513 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #293.

Trust Point Inc first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2024. 49 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Trust Point Inc held 5,513 shares of Moelis & Co worth $361K as of Q2 2026.
  • Trust Point Inc sold 2,974 Moelis & Co shares in Q2 2026, an estimated $195K.
  • Moelis & Co made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #293 holding.
  • Trust Point Inc first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Moelis & Co position peaked at $1.32M in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.