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AlphaQuest’s Moelis & Co MC Stock Holding History

AlphaQuest’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 		– Sell
-7,671
Closed -$527K – 1194
2025
Q4 		$527K Sell
7,671
-35,118
-82% -$2.34M 0.03% 783
2025
Q3 		$3.05M Buy
42,789
+33,367
+354% +$2.38M 0.2% 104
2025
Q2 		$587K Sell
9,422
-22,649
-71% -$1.27M 0.06% 531
2025
Q1 		$1.87M Buy
32,071
+31,242
+3,769% +$2.2M 0.2% 116
2024
Q4 		$61.2K Buy
+829
New +$60K 0.01% 1248
2024
Q2 		– Sell
-2,125
Closed -$121K – 1762
2024
Q1 		$121K Buy
+2,125
New +$116K 0.02% 782

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlphaQuest's MC Position: Q1 2026 in Review

AlphaQuest sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 7,671 shares — an estimated $527K sold.

AlphaQuest first reported a position in MC in Q1 2024 and held it in 6 quarters. The position peaked at $3.05M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • AlphaQuest reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 7,671 Moelis & Co shares in Q1 2026, an estimated $527K.
  • AlphaQuest first reported a position in Moelis & Co in Q1 2024 and held it in 6 quarters.
  • AlphaQuest's Moelis & Co position peaked at $3.05M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.