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Axiom Investors’s Moelis & Co MC Stock Holding History

Axiom Investors’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 		$5.02M Sell
76,770
-73,345
-49% -$4.81M 0.04% 111
2026
Q1 		$8.56M Sell
150,115
-110,982
-43% -$7.21M 0.1% 84
2025
Q4 		$17.9M Sell
261,097
-51,673
-17% -$3.45M 0.16% 55
2025
Q3 		$22.3M Buy
312,770
+122,020
+64% +$8.71M 0.16% 47
2025
Q2 		$11.9M Buy
190,750
+42,620
+29% +$2.39M 0.1% 65
2025
Q1 		$8.64M Sell
148,130
-135,063
-48% -$9.52M 0.08% 79
2024
Q4 		$20.9M Buy
283,193
+97,241
+52% +$7.04M 0.15% 60
2024
Q3 		$12.7M Buy
+185,952
New +$12M 0.11% 83
2015
Q1 		– Sell
-8,731
Closed -$305K – 151
2014
Q4 		$305K Sell
8,731
-10,100
-54% -$334K 0.01% 154
2014
Q3 		$643K Sell
18,831
-8,069
-30% -$273K 0.02% 146
2014
Q2 		$904K Buy
+26,900
New +$816K 0.02% 142

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

Axiom Investors's MC Position: Q2 2026 in Review

Axiom Investors reduced its Moelis & Co (MC) stake by 49% in Q2 2026, selling an estimated $4.81M and leaving 76,770 shares worth $5.02M. The position accounts for 0.04% of the portfolio, ranked #111.

Axiom Investors first reported a position in MC in Q2 2014 and has held it in 11 quarters since. The position peaked at $22.3M in Q3 2025. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Axiom Investors held 76,770 shares of Moelis & Co worth $5.02M as of Q2 2026.
  • Axiom Investors sold 73,345 Moelis & Co shares in Q2 2026, an estimated $4.81M.
  • Moelis & Co made up 0.04% of Axiom Investors's portfolio in Q2 2026, its #111 holding.
  • Axiom Investors first reported a position in Moelis & Co in Q2 2014 and has held it in 11 quarters since.
  • Axiom Investors's Moelis & Co position peaked at $22.3M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.