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 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 $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Services Network's MC Position: Q1 2026 in Review

Advisory Services Network reduced its Moelis & Co (MC) stake by 94% in Q1 2026, selling an estimated $346K and leaving 326 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Advisory Services Network first reported a position in MC in Q3 2017 and has held it in 14 quarters since. The position peaked at $410K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Advisory Services Network held 326 shares of Moelis & Co worth $18.6K as of Q1 2026.
Advisory Services Network sold 5,324 Moelis & Co shares in Q1 2026, an estimated $346K.
Moelis & Co made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3241 holding.
Advisory Services Network first reported a position in Moelis & Co in Q3 2017 and has held it in 14 quarters since.
Advisory Services Network's Moelis & Co position peaked at $410K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.