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Arax Advisory Partners’s Moelis & Co MC Stock Holding History

Arax Advisory Partners’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 		$723K Buy
11,046
+10,441
+1,726% +$685K ﹤0.01% 1400
2026
Q1 		$34.9K Buy
605
+309
+104% +$20.1K ﹤0.01% 1836
2025
Q4 		$20.3K Sell
296
-4,481
-94% -$299K ﹤0.01% 2102
2025
Q3 		$341K Buy
4,777
+4,482
+1,519% +$320K ﹤0.01% 1057
2025
Q2 		$18.4K Buy
295
+165
+127% +$9.26K ﹤0.01% 1693
2025
Q1 		$7.59K Sell
130
-55
-30% -$3.88K ﹤0.01% 1642
2024
Q4 		$13.7K Buy
185
+30
+19% +$2.17K ﹤0.01% 1369
2024
Q3 		$10.6K Hold
155
– – ﹤0.01% 1387
2024
Q2 		$8.81K Buy
+155
New +$8.38K ﹤0.01% 1331

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 $3.37T 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

Arax Advisory Partners's MC Position: Q2 2026 in Review

Arax Advisory Partners increased its Moelis & Co (MC) stake by 1,726% in Q2 2026, buying an estimated $685K and bringing the position to 11,046 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Arax Advisory Partners first reported a position in MC in Q2 2024 and has held it in 9 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Arax Advisory Partners held 11,046 shares of Moelis & Co worth $723K as of Q2 2026.
  • Arax Advisory Partners bought 10,441 Moelis & Co shares in Q2 2026, an estimated $685K.
  • Moelis & Co made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1400 holding.
  • Arax Advisory Partners first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.