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RAFFA WEALTH MANAGEMENT, LLC’s Moelis & Co MC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$65 Buy
+1
New +$66 ﹤0.01% 1476
2024
Q3 		– Sell
-463
Closed -$26.3K – 1134
2024
Q2 		$26.3K Hold
463
– – 0.01% 270
2024
Q1 		$26.3K Buy
+463
New +$25.3K 0.01% 257

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Moelis & Co (MC) in Q2 2026: 1 share worth $65. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in MC as recently as Q2 2024.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MC in Q1 2024 and has held it in 3 quarters since. The position peaked at $26.3K in Q2 2024. 99 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of Moelis & Co worth $65 as of Q2 2026.
  • Moelis & Co was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1476 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Moelis & Co in Q1 2024 and has held it in 3 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Moelis & Co position peaked at $26.3K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.