ACM
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Aquatic Capital Management’s Moelis & Co MC Stock Holding History

Aquatic Capital Management’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 		$2.84M Buy
+43,349
New +$2.84M 0.1% 272
2025
Q4 		– Sell
-99,199
Closed -$7.07M – 1614
2025
Q3 		$7.07M Buy
99,199
+52,229
+111% +$3.73M 0.13% 194
2025
Q2 		$2.93M Sell
46,970
-38,937
-45% -$2.19M 0.06% 367
2025
Q1 		$5.01M Buy
85,907
+64,246
+297% +$4.53M 0.13% 212
2024
Q4 		$1.6M Sell
21,661
-1,139
-5% -$82.4K 0.04% 428
2024
Q3 		$1.56M Buy
22,800
+2,000
+10% +$129K 0.04% 416
2024
Q2 		$1.18M Sell
20,800
-4,100
-16% -$222K 0.04% 362
2024
Q1 		$1.41M Buy
+24,900
New +$1.36M 0.05% 320
2022
Q3 		– Sell
-2,000
Closed -$79K – 1398
2022
Q2 		$79K Buy
+2,000
New +$87.2K 0.03% 535

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 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

Aquatic Capital Management's MC Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Moelis & Co (MC) in Q2 2026: 43,349 shares worth $2.84M. The stake represents 0.1% of the portfolio and ranks #272 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in MC as recently as Q3 2025.

Aquatic Capital Management first reported a position in MC in Q2 2022 and has held it in 9 quarters since. The position peaked at $7.07M in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Aquatic Capital Management held 43,349 shares of Moelis & Co worth $2.84M as of Q2 2026.
  • Moelis & Co was a new Aquatic Capital Management position in Q2 2026.
  • Moelis & Co made up 0.1% of Aquatic Capital Management's portfolio in Q2 2026, its #272 holding.
  • Aquatic Capital Management first reported a position in Moelis & Co in Q2 2022 and has held it in 9 quarters since.
  • Aquatic Capital Management's Moelis & Co position peaked at $7.07M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.