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Moran Wealth Management, LLC → MC
Moran Wealth Management, LLC MC Position History
Moelis & Company
Quarters held
7
Latest value
$1.7M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $7K |
| Q1 2026 | $1.9M |
| Q2 2026 | $2M |
| Q2 2026 | $9K |
| Q3 2026 | $10K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 30.3K | — | — |
| Q3 2026 | $10K | 168 | — | — |
| Q2 2026 | $9K | 140 | — | — |
| Q2 2026 | $2M | 30.3K | — | — |
| Q1 2026 | $1.9M | 33.0K | — | — |
| Q1 2026 | $7K | 128 | — | — |
| Q4 2025 | $2.3M | 32.8K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M