Position in MC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,713,857
+$6,017,089 QoQ
Shares Held
102,627
+739.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 32 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Derivatives in MC
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$524,212
PutShares
9,234
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $282,014,497 across 11 Capital Markets names. MC ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
162,161 | $164,004,769 | |
| 2 | SCHW |
Schwab Charles Corp
|
561,401 | $51,800,470 | |
| 3 | MS |
Morgan Stanley
|
117,928 | $24,651,666 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
146,683 | $14,709,370 | |
| 5 | EVR |
Evercore Inc.
|
20,003 | $6,829,824 | |
| 6 | MC |
Moelis & Co
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|
102,627 | $6,713,857 | |
| 7 | PJT |
PJT Partners Inc.
|
37,479 | $5,657,080 | |
| 8 | SNEX |
StoneX Group Inc.
|
36,832 | $4,364,592 |
All Filings in MC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,713,857 | 102,627 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $696,768 | 12,224 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $821,923 | 11,957 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $669,623 | 9,389 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $562,188 | 9,021 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $519,753 | 8,906 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $635,514 | 8,602 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $590,076 | 8,613 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $511,000 | 8,987 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $524,212 | 9,234 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $540,082 | 9,622 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $443,176 | 9,820 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $445,238 | 9,820 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $377,480 | 9,820 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $376,793 | 9,820 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $335,767 | 9,931 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $267,501 | 6,798 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $337,993 | 7,199 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $450,009 | 7,199 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $445,402 | 7,199 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $409,551 | 7,199 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $395,081 | 7,199 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $308,428 | 6,596 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||