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Twin Peaks Wealth Advisors’s Moelis & Co MC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-78
Closed -$4.45K – 1386
2026
Q1 		$4.45K Buy
+78
New +$5.07K ﹤0.01% 1435
2025
Q3 		– Sell
-199
Closed -$14.6K – 1314
2025
Q2 		$14.6K Buy
+199
New +$11.2K ﹤0.01% 733

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

Twin Peaks Wealth Advisors's MC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 78 shares — an estimated $4.45K sold.

Twin Peaks Wealth Advisors first reported a position in MC in Q2 2025 and held it in 2 quarters. The position peaked at $14.6K in Q2 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 78 Moelis & Co shares in Q2 2026, an estimated $4.45K.
  • Twin Peaks Wealth Advisors first reported a position in Moelis & Co in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Moelis & Co position peaked at $14.6K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.