Alpine Woods Capital Investors’s Moelis & Co MC Stock Holding History

Alpine Woods Capital Investors’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	$231K	Buy	+4,059	New	+$264K	0.06%	168
2016 Q1	–	Sell	-8,654	Closed	-$253K	–	443
2015 Q4	$253K	Hold	8,654	–	–	0.01%	397
2015 Q3	$227K	Hold	8,654	–	–	0.01%	432
2015 Q2	$249K	Hold	8,654	–	–	0.01%	410
2015 Q1	$261K	Hold	8,654	–	–	0.01%	401
2014 Q4	$302K	Buy	+8,654	New	+$286K	0.02%	379

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

Alpine Woods Capital Investors's MC Position: Q1 2026 in Review

Alpine Woods Capital Investors opened a new position in Moelis & Co (MC) in Q1 2026: 4,059 shares worth $231K. The stake represents 0.06% of the portfolio and ranks #168 among its holdings. This is a return to the name: Alpine Woods Capital Investors previously reported a position in MC as recently as Q4 2015.

Alpine Woods Capital Investors first reported a position in MC in Q4 2014 and has held it in 6 quarters since. The position peaked at $302K in Q4 2014. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Alpine Woods Capital Investors held 4,059 shares of Moelis & Co worth $231K as of Q1 2026.
Moelis & Co was a new Alpine Woods Capital Investors position in Q1 2026.
Moelis & Co made up 0.06% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #168 holding.
Alpine Woods Capital Investors first reported a position in Moelis & Co in Q4 2014 and has held it in 6 quarters since.
Alpine Woods Capital Investors's Moelis & Co position peaked at $302K in Q4 2014.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.