Advisory Services Network’s Moelis & Co MC Stock Holding History

Advisory Services Network’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	–	Sell	-326	Closed	-$18.6K	–	3630
2026 Q1	$18.6K	Sell	326 -5,324	-94%	-$346K	﹤0.01%	3241
2025 Q4	$388K	Sell	5,650 -98	-2%	-$6.54K	0.01%	1335
2025 Q3	$410K	Buy	5,748 +501	+10%	+$35.8K	0.01%	1300
2025 Q2	$368K	Buy	+5,247	New	+$294K	0.01%	1309
2021 Q3	–	Sell	-26	Closed	-$2K	–	2478
2021 Q2	$2K	Buy	+26	New	+$1.41K	﹤0.01%	3331
2019 Q4	–	Sell	-300	Closed	-$10K	–	3185
2019 Q3	$10K	Hold	300	–	–	﹤0.01%	2152
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	2150
2019 Q1	$12K	Hold	300	–	–	﹤0.01%	1795
2018 Q4	$10K	Hold	300	–	–	﹤0.01%	1759
2018 Q3	$16K	Sell	300 -1,288	-81%	-$75.5K	﹤0.01%	1644
2018 Q2	$101K	Buy	1,588 +1,288	+429%	+$74K	0.01%	942
2018 Q1	$15K	Sell	300 -551	-65%	-$28.2K	﹤0.01%	1742
2017 Q4	$41K	Sell	851 -1,150	-57%	-$51.9K	﹤0.01%	1365
2017 Q3	$86K	Buy	+2,001	New	+$80.1K	0.01%	912

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Services Network's MC Position: Q2 2026 in Review

Advisory Services Network sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 326 shares — an estimated $18.6K sold.

Advisory Services Network first reported a position in MC in Q3 2017 and held it in 14 quarters. The position peaked at $410K in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Advisory Services Network reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 326 Moelis & Co shares in Q2 2026, an estimated $18.6K.
Advisory Services Network first reported a position in Moelis & Co in Q3 2017 and held it in 14 quarters.
Advisory Services Network's Moelis & Co position peaked at $410K in Q3 2025.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.