Blue Zone Wealth Advisors, LLC
- SEC CIK
- 0001803106
- Latest filing
- Jul 14, 2026
MC holding history
Moelis & Co in every 13F filed by Blue Zone Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MC overviewAll 13F holders of MCFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −80,528−100.0% | Sold out | Holders |
| Q1 2026 | 80,528 | $4.59M | 0.9% | −2,012−2.4% | Reduced | Holders |
| Q4 2025 | 82,540 | $5.67M | 1.1% | +924+1.1% | Added | Holders |
| Q3 2025 | 81,616 | $5.82M | 1.2% | +1,339+1.7% | Added | Holders |
| Q2 2025 | 80,277 | $5.00M | 1.2% | +13,384+20.0% | Added | Holders |
| Q1 2025 | 66,893 | $3.90M | 1.1% | +8,107+13.8% | Added | Holders |
| Q4 2024 | 58,786 | $4.34M | 1.3% | −50.0% | Reduced | Holders |
| Q3 2024 | 58,791 | $4.03M | 1.3% | +737+1.3% | Added | Holders |
| Q2 2024 | 58,054 | $3.30M | 1.1% | +1,459+2.6% | Added | Holders |
| Q1 2024 | 56,595 | $3.21M | 1.1% | +56,595 | New | Holders |