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ALPS Advisors’s Moelis & Co MC Stock Holding History

ALPS Advisors’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 		$4.6M Sell
80,690
-48
-0.1% -$3.12K 0.02% 265
2025
Q4 		$5.55M Sell
80,738
-4,860
-6% -$324K 0.03% 234
2025
Q3 		$6.1M Buy
+85,598
New +$6.11M 0.03% 222
2023
Q3 		– Sell
-92,552
Closed -$4.2M – 1073
2023
Q2 		$4.2M Buy
92,552
+28,789
+45% +$1.15M 0.04% 205
2023
Q1 		$2.45M Buy
63,763
+7,024
+12% +$302K 0.02% 255
2022
Q4 		$2.18M Buy
56,739
+5,827
+11% +$236K 0.02% 286
2022
Q3 		$1.72M Buy
50,912
+12,438
+32% +$521K 0.02% 337
2022
Q2 		$1.51M Buy
+38,474
New +$1.68M 0.01% 363
2022
Q1 		– Sell
-6,014
Closed -$376K – 912
2021
Q4 		$376K Buy
6,014
+120
+2% +$8.04K ﹤0.01% 718
2021
Q3 		$365K Sell
5,894
-104
-2% -$6.23K ﹤0.01% 660
2021
Q2 		$341K Hold
5,998
– – ﹤0.01% 733
2021
Q1 		$329K Buy
+5,998
New +$321K ﹤0.01% 728
2019
Q3 		– Sell
-8,710
Closed -$304K – 930
2019
Q2 		$304K Sell
8,710
-460
-5% -$16.6K ﹤0.01% 842
2019
Q1 		$382K Buy
+9,170
New +$392K ﹤0.01% 795
2018
Q1 		– Sell
-11,819
Closed -$573K – 950
2017
Q4 		$573K Hold
11,819
– – ﹤0.01% 428
2017
Q3 		$509K Sell
11,819
-933
-7% -$37.3K ﹤0.01% 476
2017
Q2 		$495K Buy
12,752
+33
+0.3% +$1.23K ﹤0.01% 515
2017
Q1 		$490K Buy
+12,719
New +$461K ﹤0.01% 473

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

ALPS Advisors's MC Position: Q1 2026 in Review

ALPS Advisors reduced its Moelis & Co (MC) stake by 0.06% in Q1 2026, selling an estimated $3.12K and leaving 80,690 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #265.

ALPS Advisors first reported a position in MC in Q1 2017 and has held it in 18 quarters since. The position peaked at $6.1M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • ALPS Advisors held 80,690 shares of Moelis & Co worth $4.6M as of Q1 2026.
  • ALPS Advisors sold 48 Moelis & Co shares in Q1 2026, an estimated $3.12K.
  • Moelis & Co made up 0.02% of ALPS Advisors's portfolio in Q1 2026, its #265 holding.
  • ALPS Advisors first reported a position in Moelis & Co in Q1 2017 and has held it in 18 quarters since.
  • ALPS Advisors's Moelis & Co position peaked at $6.1M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.