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James T. Borello RIA’s Moelis & Co MC Stock Holding History

James T. Borello RIA’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
Q3 		$115 Sell
2
-6
-75% -$394 ﹤0.01% 1193
2026
Q2 		$523 Hold
8
– – ﹤0.01% 1061
2026
Q1 		$456 Buy
+8
New +$520 ﹤0.01% 1056
2025
Q4 		– Sell
-2
Closed -$143 – 1170
2025
Q3 		$143 Buy
+2
New +$143 ﹤0.01% 942

Other funds holding MC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

James T. Borello RIA's MC Position: Q3 2026 in Review

James T. Borello RIA reduced its Moelis & Co (MC) stake by 75% in Q3 2026, selling an estimated $394 and leaving 2 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

James T. Borello RIA first reported a position in MC in Q3 2025 and has held it in 4 quarters since. The position peaked at $523 in Q2 2026. 33 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • James T. Borello RIA held 2 shares of Moelis & Co worth $115 as of Q3 2026.
  • James T. Borello RIA sold 6 Moelis & Co shares in Q3 2026, an estimated $394.
  • Moelis & Co made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1193 holding.
  • James T. Borello RIA first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Moelis & Co position peaked at $523 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.