Aviva
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Aviva’s Moelis & Co MC Stock Holding History

Aviva’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 		$431K Sell
6,593
-1,102
-14% -$72.3K ﹤0.01% 780
2026
Q1 		$439K Buy
7,695
+225
+3% +$14.6K ﹤0.01% 749
2025
Q4 		$513K Buy
7,470
+888
+13% +$59.3K ﹤0.01% 732
2025
Q3 		$469K Sell
6,582
-1,515
-19% -$108K ﹤0.01% 795
2025
Q2 		$505K Buy
8,097
+1,373
+20% +$77.1K ﹤0.01% 731
2025
Q1 		$392K Buy
+6,724
New +$474K ﹤0.01% 820
2022
Q4 		– Sell
-39,735
Closed -$1.34M – 1017
2022
Q3 		$1.34M Sell
39,735
-6,969
-15% -$292K 0.01% 880
2022
Q2 		$1.84M Buy
46,704
+16,718
+56% +$729K 0.01% 877
2022
Q1 		$1.41M Sell
29,986
-9,008
-23% -$468K 0.01% 933
2021
Q4 		$2.44M Buy
38,994
+11,757
+43% +$788K 0.01% 821
2021
Q3 		$1.69M Buy
+27,237
New +$1.63M 0.01% 805

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

Aviva's MC Position: Q2 2026 in Review

Aviva reduced its Moelis & Co (MC) stake by 14% in Q2 2026, selling an estimated $72.3K and leaving 6,593 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Aviva first reported a position in MC in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.44M in Q4 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Aviva held 6,593 shares of Moelis & Co worth $431K as of Q2 2026.
  • Aviva sold 1,102 Moelis & Co shares in Q2 2026, an estimated $72.3K.
  • Moelis & Co made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #780 holding.
  • Aviva first reported a position in Moelis & Co in Q3 2021 and has held it in 11 quarters since.
  • Aviva's Moelis & Co position peaked at $2.44M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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