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B. Metzler seel. Sohn & Co’s Moelis & Co MC Stock Holding History

B. Metzler seel. Sohn & Co’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 		$4.71M Sell
71,989
-202
-0.3% -$13.2K 0.04% 255
2026
Q1 		$4.11M Buy
72,191
+9,617
+15% +$625K 0.04% 252
2025
Q4 		$4.3M Buy
62,574
+13,585
+28% +$907K 0.04% 247
2025
Q3 		$3.49M Buy
48,989
+5,606
+13% +$400K 0.03% 268
2025
Q2 		$2.7M Sell
43,383
-164
-0.4% -$9.2K 0.03% 317
2025
Q1 		$2.54M Buy
43,547
+2,019
+5% +$142K 0.03% 304
2024
Q4 		$3.07M Sell
41,528
-8,579
-17% -$621K 0.03% 264
2024
Q3 		$3.43M Sell
50,107
-13,315
-21% -$860K 0.03% 271
2024
Q2 		$3.61M Hold
63,422
– – 0.03% 244
2024
Q1 		$3.6M Buy
63,422
+1,065
+2% +$58.2K 0.04% 251
2023
Q4 		$3.5M Sell
62,357
-1,660
-3% -$78K 0.04% 238
2023
Q3 		$2.89M Sell
64,017
-91,181
-59% -$4.29M 0.04% 241
2023
Q2 		$7.04M Buy
155,198
+77,599
+100% +$3.1M 0.1% 147
2023
Q1 		$2.98M Buy
77,599
+9,224
+13% +$396K 0.05% 216
2022
Q4 		$2.62M Buy
68,375
+26,042
+62% +$1.06M 0.04% 240
2022
Q3 		$1.43M Buy
42,333
+12,068
+40% +$505K 0.03% 362
2022
Q2 		$1.19M Buy
30,265
+12,648
+72% +$552K 0.02% 397
2022
Q1 		$827K Buy
17,617
+1,664
+10% +$86.5K 0.01% 512
2021
Q4 		$1M Sell
15,953
-9,035
-36% -$605K 0.01% 442
2021
Q3 		$1.55M Sell
24,988
-804
-3% -$48.2K 0.02% 356
2021
Q2 		$1.47M Hold
25,792
– – 0.02% 357
2021
Q1 		$1.42M Sell
25,792
-7,507
-23% -$402K 0.02% 358
2020
Q4 		$1.55M Buy
+33,299
New +$1.34M 0.03% 318

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

B. Metzler seel. Sohn & Co's MC Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Moelis & Co (MC) stake by 0.28% in Q2 2026, selling an estimated $13.2K and leaving 71,989 shares worth $4.71M. The position accounts for 0.04% of the portfolio, ranked #255.

B. Metzler seel. Sohn & Co first reported a position in MC in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.04M in Q2 2023. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 71,989 shares of Moelis & Co worth $4.71M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 202 Moelis & Co shares in Q2 2026, an estimated $13.2K.
  • Moelis & Co made up 0.04% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #255 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Moelis & Co in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Moelis & Co position peaked at $7.04M in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.