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Bell Investment Advisors’s Moelis & Co MC Stock Holding History

Bell Investment Advisors’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 		$4.51K Hold
69
– – ﹤0.01% 1020
2026
Q1 		$3.93K Sell
69
-86
-55% -$5.59K ﹤0.01% 1074
2025
Q4 		$10.7K Buy
155
+86
+125% +$5.74K ﹤0.01% 673
2025
Q3 		$4.92K Hold
69
– – ﹤0.01% 944
2025
Q2 		$4.3K Sell
69
-5
-7% -$281 ﹤0.01% 1058
2025
Q1 		$4.32K Buy
74
+15
+25% +$1.06K ﹤0.01% 982
2024
Q4 		$4.36K Hold
59
– – ﹤0.01% 985
2024
Q3 		$4.04K Hold
59
– – ﹤0.01% 1047
2024
Q2 		$3.35K Hold
59
– – ﹤0.01% 1119
2024
Q1 		$3.35K Hold
59
– – ﹤0.01% 1126
2023
Q4 		$3.31K Hold
59
– – ﹤0.01% 1104
2023
Q3 		$2.66K Sell
59
-14
-19% -$659 ﹤0.01% 1147
2023
Q2 		$3.31K Sell
73
-12
-14% -$479 ﹤0.01% 1037
2023
Q1 		$3.27K Sell
85
-104
-55% -$4.47K ﹤0.01% 996
2022
Q4 		$7.25K Buy
189
+60
+47% +$2.44K ﹤0.01% 626
2022
Q3 		$4K Buy
129
+14
+12% +$586 ﹤0.01% 802
2022
Q2 		$5K Buy
+115
New +$5.02K ﹤0.01% 713
2021
Q4 		$7K Buy
113
+70
+163% +$4.69K ﹤0.01% 616
2021
Q3 		$3K Buy
+43
New +$2.58K ﹤0.01% 937

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

Bell Investment Advisors's MC Position: Q2 2026 in Review

Bell Investment Advisors held its Moelis & Co (MC) position steady in Q2 2026 at 69 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Bell Investment Advisors first reported a position in MC in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.7K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Bell Investment Advisors held 69 shares of Moelis & Co worth $4.51K as of Q2 2026.
  • Bell Investment Advisors left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1020 holding.
  • Bell Investment Advisors first reported a position in Moelis & Co in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Moelis & Co position peaked at $10.7K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.