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Advyzon Investment Management’s Moelis & Co MC Stock Holding History

Advyzon Investment Management’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 		$630K Buy
9,631
+209
+2% +$13.7K 0.05% 401
2026
Q1 		$537K Buy
9,422
+1,356
+17% +$88.2K 0.05% 376
2025
Q4 		$554K Buy
+8,066
New +$538K 0.06% 295

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Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 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

Advyzon Investment Management's MC Position: Q2 2026 in Review

Advyzon Investment Management increased its Moelis & Co (MC) stake by 2.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 9,631 shares worth $630K. The position accounts for 0.05% of the portfolio, ranked #401.

Advyzon Investment Management first reported a position in MC in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Advyzon Investment Management held 9,631 shares of Moelis & Co worth $630K as of Q2 2026.
  • Advyzon Investment Management bought 209 Moelis & Co shares in Q2 2026, an estimated $13.7K.
  • Moelis & Co made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #401 holding.
  • Advyzon Investment Management first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.