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Drucker Wealth 3.0, LLC

Position in MC — Moelis & Co

CIK 2031642 WOODCLIFF LAKE, NJ

Position in MC

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$992,290
+$137,119 QoQ
Shares Held
15,168
+1.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#175
of 391 holders
Holding Since
Jun 2025
5 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

Drucker Wealth 3.0, LLC holds $3,174,189 across 5 Capital Markets names. MC ranks #1 (31.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MC
Moelis & Co
This page
15,168 $992,290

All Filings in MC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $992,290 15,168
2026-03-31 $855,171 15,003
2025-12-31 $952,048 13,850
2025-09-30 $985,071 13,812
2025-06-30 $426,641 6,846