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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's MC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Moelis & Co (MC) in Q1 2026: 78 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #1435 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MC in Q2 2025 and has held it in 2 quarters since. The position peaked at $14.6K in Q2 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 78 shares of Moelis & Co worth $4.45K as of Q1 2026.
  • Moelis & Co was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Moelis & Co made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1435 holding.
  • Twin Peaks Wealth Advisors first reported a position in Moelis & Co in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Moelis & Co position peaked at $14.6K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.