Heritage Family Offices, LLP MC — MOELIS & CO

Ownership history in Heritage Family Offices, LLP  ·  8 quarters on record

AI Ownership Summary

Heritage Family Offices, LLP reported MOELIS & CO (MC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows MC at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Family Offices, LLP's position in MOELIS & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MC stock page Heritage Family Offices, LLP fund profile Heritage Family Offices, LLP full holdings
How Heritage Family Offices, LLP held MC — position size vs. price
% of Fund (quarterly)    MC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 24.1% +11.5% ❌ 3,637 -1,154 -24.1% 0.09% $207K 2026-04-08 $60.28
2025 Q4 REDUCED 12.0% -16.3% ✅ 4,791 -655 -12.0% 0.15% $329K 2026-01-12 $72.82
2025 Q3 ADDED — — — 5,446 +506 +10.2% 0.18% $388K 2025-10-07 $64.18
2025 Q2 UNCHANGED — — — 4,940 — 0% 0.14% $286K 2025-07-09 $64.95
2025 Q1 ADDED — — — 4,940 +476 +10.7% 0.15% $288K 2025-04-10 $47.75
2024 Q4 ADDED — — — 4,464 +213 +5.0% 0.16% $330K 2025-01-14 $67.89
2024 Q3 REDUCED — — — 4,251 -19 -0.4% 0.15% $291K 2024-10-16 $66.30
2024 Q2 INITIATED — — — 4,270 — — 0.13% $243K 2024-08-01 $58.80

🏢 Other funds also holding MC

As of 2026 Q3 — sorted by position size

Noble Wealth Management PBC 0.0%

FAQ About Heritage Family Offices, LLP and MC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Family Offices, LLP reported owning MC?

Heritage Family Offices, LLP reported MC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported MC position in Heritage Family Offices, LLP's portfolio?

The largest reported portfolio weight for MC was 0.18% in 2025 Q3.

What is the latest reported MC position on this page?

The most recent filing on this page is 2026 Q1, when Heritage Family Offices, LLP reported 3,637 shares, equal to 0.09% of portfolio, with an estimated market value of $207K.

What does the chart on this MC ownership page compare?

The chart compares Heritage Family Offices, LLP's quarterly MC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heritage Family Offices, LLP time their MC position?

Based on 13F filing dates vs. subsequent MC price moves, Heritage Family Offices, LLP correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MC relative to SPY over the holding period was -12.0%.

← Back to Heritage Family Offices, LLP Holdings