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Advisornet Financial’s Moelis & Co MC Stock Holding History

Advisornet Financial’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327 Buy
+5
New +$328 ﹤0.01% 2133
2025
Q2 		– Sell
-99
Closed -$5.78K – 2330
2025
Q1 		$5.78K Buy
+99
New +$6.98K ﹤0.01% 1581
2024
Q4 		– Sell
-4
Closed -$274 – 2141
2024
Q3 		$274 Hold
4
– – ﹤0.01% 2085
2024
Q2 		$227 Hold
4
– – ﹤0.01% 2024
2024
Q1 		$227 Sell
4
-10
-71% -$546 ﹤0.01% 1966
2023
Q4 		$786 Buy
+14
New +$658 ﹤0.01% 1963
2023
Q2 		– Sell
-12
Closed -$461 – 2444
2023
Q1 		$461 Buy
12
+5
+71% +$215 ﹤0.01% 2087
2022
Q4 		$269 Buy
+7
New +$284 ﹤0.01% 2163

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisornet Financial's MC Position: Q2 2026 in Review

Advisornet Financial opened a new position in Moelis & Co (MC) in Q2 2026: 5 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #2133 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in MC as recently as Q1 2025.

Advisornet Financial first reported a position in MC in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.78K in Q1 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Advisornet Financial held 5 shares of Moelis & Co worth $327 as of Q2 2026.
  • Moelis & Co was a new Advisornet Financial position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2133 holding.
  • Advisornet Financial first reported a position in Moelis & Co in Q4 2022 and has held it in 8 quarters since.
  • Advisornet Financial's Moelis & Co position peaked at $5.78K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.