AU
MC icon

AlphaGrep UK’s Moelis & Co MC Stock Holding History

AlphaGrep UK’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
-3,713
Closed -$212K – 865
2026
Q1 		$212K Buy
+3,713
New +$241K 0.06% 702

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 $3.37T 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

AlphaGrep UK's MC Position: Q2 2026 in Review

AlphaGrep UK sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 3,713 shares — an estimated $212K sold.

AlphaGrep UK first reported a position in MC in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 375 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • AlphaGrep UK reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • AlphaGrep UK sold 3,713 Moelis & Co shares in Q2 2026, an estimated $212K.
  • AlphaGrep UK first reported a position in Moelis & Co in Q1 2026 and held it in 1 quarter.
  • AlphaGrep UK's Moelis & Co position peaked at $212K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.