Artisan Partners
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Artisan Partners’s Moelis & Co MC Stock Holding History

Artisan 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 		– Sell
-128,399
Closed -$7.32M – 360
2026
Q1 		$7.32M Sell
128,399
-215,598
-63% -$14M 0.01% 306
2025
Q4 		$23.6M Sell
343,997
-63,897
-16% -$4.26M 0.04% 284
2025
Q3 		$29.1M Sell
407,894
-22,660
-5% -$1.62M 0.04% 258
2025
Q2 		$26.8M Sell
430,554
-1,506
-0.3% -$84.5K 0.04% 276
2025
Q1 		$25.2M Buy
432,060
+2,722
+0.6% +$192K 0.04% 269
2024
Q4 		$31.7M Sell
429,338
-77,371
-15% -$5.6M 0.05% 274
2024
Q3 		$34.7M Sell
506,709
-562,460
-53% -$36.3M 0.05% 257
2024
Q2 		$60.8M Sell
1,069,169
-7,546
-0.7% -$408K 0.09% 194
2024
Q1 		$61.1M Sell
1,076,715
-2,332
-0.2% -$127K 0.09% 202
2023
Q4 		$60.6M Sell
1,079,047
-39,955
-4% -$1.88M 0.09% 198
2023
Q3 		$50.5M Sell
1,119,002
-37,850
-3% -$1.78M 0.09% 200
2023
Q2 		$52.5M Sell
1,156,852
-55,214
-5% -$2.2M 0.08% 207
2023
Q1 		$46.6M Sell
1,212,066
-63,984
-5% -$2.75M 0.08% 219
2022
Q4 		$49M Sell
1,276,050
-102,006
-7% -$4.14M 0.09% 210
2022
Q3 		$46.6M Sell
1,378,056
-94,128
-6% -$3.94M 0.08% 211
2022
Q2 		$57.9M Sell
1,472,184
-25,086
-2% -$1.09M 0.1% 200
2022
Q1 		$70.3M Buy
1,497,270
+33,798
+2% +$1.76M 0.09% 202
2021
Q4 		$91.5M Sell
1,463,472
-316,897
-18% -$21.2M 0.11% 190
2021
Q3 		$110M Sell
1,780,369
-16,487
-0.9% -$988K 0.13% 162
2021
Q2 		$102M Buy
1,796,856
+5,932
+0.3% +$322K 0.12% 175
2021
Q1 		$98.3M Sell
1,790,924
-194,074
-10% -$10.4M 0.12% 178
2020
Q4 		$92.8M Buy
1,984,998
+16,008
+0.8% +$644K 0.11% 178
2020
Q3 		$69.2M Sell
1,968,990
-293,420
-13% -$9.28M 0.1% 184
2020
Q2 		$70.5M Sell
2,262,410
-69,938
-3% -$2.19M 0.11% 171
2020
Q1 		$65.5M Buy
+2,332,348
New +$76.5M 0.14% 151

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

Artisan Partners's MC Position: Q2 2026 in Review

Artisan Partners sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 128,399 shares — an estimated $7.32M sold.

Artisan Partners first reported a position in MC in Q1 2020 and held it in 25 quarters. The position peaked at $110M in Q3 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Artisan Partners reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Artisan Partners sold 128,399 Moelis & Co shares in Q2 2026, an estimated $7.32M.
  • Artisan Partners first reported a position in Moelis & Co in Q1 2020 and held it in 25 quarters.
  • Artisan Partners's Moelis & Co position peaked at $110M in Q3 2021.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.