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Ameritas Advisory Services’s Moelis & Co MC Stock Holding History

Ameritas Advisory Services’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 		$1.77K Buy
+27
New +$1.77K ﹤0.01% 1714

Other funds holding MC

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Kayne Anderson Rudnick Investment Management
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Vanguard Portfolio Management
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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

Ameritas Advisory Services's MC Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Moelis & Co (MC) in Q2 2026: 27 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #1714 among its holdings.

394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Ameritas Advisory Services held 27 shares of Moelis & Co worth $1.77K as of Q2 2026.
  • Moelis & Co was a new Ameritas Advisory Services position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1714 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.