Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Moelis & Co MC Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.1M Buy
283,885
+355
+0.1% +$23.3K 0.03% 470
2026
Q1 		$16M Sell
283,530
-97,928
-26% -$6.37M 0.03% 454
2025
Q4 		$29.2M Buy
381,458
+26,800
+8% +$1.79M 0.04% 375
2025
Q3 		$23.7M Buy
354,658
+17,740
+5% +$1.27M 0.04% 415
2025
Q2 		$22.2M Buy
336,918
+83,260
+33% +$4.67M 0.04% 393
2025
Q1 		$14.8M Buy
253,658
+99,316
+64% +$7M 0.03% 483
2024
Q4 		$11.4M Buy
154,342
+10,601
+7% +$767K 0.02% 518
2024
Q3 		$9.85M Buy
143,741
+8,342
+6% +$539K 0.02% 519
2024
Q2 		$7.7M Buy
135,399
+46,226
+52% +$2.5M 0.02% 563
2024
Q1 		$5.06M Buy
+89,173
New +$4.87M 0.01% 658

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

Wealth Enhancement Advisory Services's MC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Moelis & Co (MC) stake by 0.13% in Q2 2026, buying an estimated $23.3K and bringing the position to 283,885 shares worth $18.1M. The position accounts for 0.03% of the portfolio, ranked #470.

Wealth Enhancement Advisory Services first reported a position in MC in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.2M in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 283,885 shares of Moelis & Co worth $18.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 355 Moelis & Co shares in Q2 2026, an estimated $23.3K.
  • Moelis & Co made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #470 holding.
  • Wealth Enhancement Advisory Services first reported a position in Moelis & Co in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Moelis & Co position peaked at $29.2M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.