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American Capital Advisory’s Moelis & Co MC Stock Holding History

American Capital Advisory’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 		$458 Hold
7
– – ﹤0.01% 967
2026
Q1 		$399 Buy
+7
New +$455 ﹤0.01% 908

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

American Capital Advisory's MC Position: Q2 2026 in Review

American Capital Advisory held its Moelis & Co (MC) position steady in Q2 2026 at 7 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #967.

American Capital Advisory first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • American Capital Advisory held 7 shares of Moelis & Co worth $458 as of Q2 2026.
  • American Capital Advisory left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #967 holding.
  • American Capital Advisory first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.