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TRITONPOINT WEALTH, LLC

Position in MC — Moelis & Co

CIK 2008171 CHEVY CHASE, MD

Position in MC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$291,969
+$35,925 QoQ
Shares Held
4,463
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#256
of 391 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MC Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TRITONPOINT WEALTH, LLC holds $3,972,713 across 4 Capital Markets names. MC ranks #4 (7.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MC
Moelis & Co
This page
4,463 $291,969

All Filings in MC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $291,969 4,463
2026-03-31 $256,044 4,492
2025-12-31 $308,780 4,492
2025-09-30 $320,369 4,492
2025-06-30 $279,941 4,492
2025-03-31 $262,153 4,492
2024-12-31 $331,868 4,492
2024-09-30 $307,746 4,492
2024-06-30 $255,415 4,492
2024-03-31 $255,010 4,492
2023-12-31 $252,135 4,492