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Atria Investments’s Moelis & Co MC Stock Holding History

Atria Investments’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 		$1.33M Sell
20,338
-2,006
-9% -$132K 0.01% 965
2026
Q1 		$1.27M Buy
22,344
+665
+3% +$43.2K 0.01% 931
2025
Q4 		$1.49M Sell
21,679
-1,585
-7% -$106K 0.02% 862
2025
Q3 		$1.66M Sell
23,264
-610
-3% -$43.5K 0.02% 794
2025
Q2 		$1.49M Sell
23,874
-525
-2% -$29.5K 0.02% 855
2025
Q1 		$1.42M Sell
24,399
-625
-2% -$44.1K 0.02% 859
2024
Q4 		$1.85M Sell
25,024
-173
-0.7% -$12.5K 0.02% 708
2024
Q3 		$1.73M Buy
25,197
+1,107
+5% +$71.5K 0.02% 720
2024
Q2 		$1.37M Buy
+24,090
New +$1.3M 0.02% 792
2019
Q3 		– Sell
-24,995
Closed -$802K – 931
2019
Q2 		$802K Buy
24,995
+4,727
+23% +$171K 0.03% 465
2019
Q1 		$843K Buy
20,268
+8,811
+77% +$377K 0.04% 400
2018
Q4 		$394K Buy
11,457
+3,292
+40% +$140K 0.02% 576
2018
Q3 		$447K Buy
8,165
+2,260
+38% +$133K 0.02% 625
2018
Q2 		$346K Buy
5,905
+1,614
+38% +$92.7K 0.02% 688
2018
Q1 		$218K Buy
+4,291
New +$220K 0.01% 787

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

Atria Investments's MC Position: Q2 2026 in Review

Atria Investments reduced its Moelis & Co (MC) stake by 9% in Q2 2026, selling an estimated $132K and leaving 20,338 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #965.

Atria Investments first reported a position in MC in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.85M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Atria Investments held 20,338 shares of Moelis & Co worth $1.33M as of Q2 2026.
  • Atria Investments sold 2,006 Moelis & Co shares in Q2 2026, an estimated $132K.
  • Moelis & Co made up 0.01% of Atria Investments's portfolio in Q2 2026, its #965 holding.
  • Atria Investments first reported a position in Moelis & Co in Q1 2018 and has held it in 15 quarters since.
  • Atria Investments's Moelis & Co position peaked at $1.85M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.