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Curated Wealth Partners LLC → MC
Curated Wealth Partners LLC MC Position History
Moelis & Company
Quarters held
13
Latest value
$279K
Q3 2026
Peak value
$504K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $159K |
| Q4 2025 | $159K |
| Q4 2025 | $504K |
| Q1 2026 | $126K |
| Q1 2026 | $339K |
| Q1 2026 | $232K |
| Q2 2026 | $232K |
| Q2 2026 | $57K |
| Q2 2026 | $103K |
| Q2 2026 | $360K |
| Q2 2026 | $257K |
| Q3 2026 | $199K |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 4.8K | — | — |
| Q3 2026 | $199K | 3.5K | — | — |
| Q2 2026 | $257K | 3.9K | — | — |
| Q2 2026 | $360K | 5.5K | — | — |
| Q2 2026 | $103K | 1.6K | — | — |
| Q2 2026 | $57K | 195 | — | — |
| Q2 2026 | $232K | 102.4K | — | — |
| Q1 2026 | $232K | 4.1K | — | — |
| Q1 2026 | $339K | 6.0K | — | — |
| Q1 2026 | $126K | 2.2K | — | — |
| Q4 2025 | $504K | 7.3K | — | — |
| Q4 2025 | $159K | 2.3K | — | — |
| Q4 2025 | $159K | 2.3K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M