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Blueshift Asset Management’s Moelis & Co MC Stock Holding History

Blueshift Asset Management’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 		$330K Buy
+5,050
New +$331K 0.08% 350
2025
Q3 		– Sell
-7,895
Closed -$492K – 561
2025
Q2 		$492K Buy
+7,895
New +$443K 0.15% 185
2024
Q1 		– Sell
-3,876
Closed -$218K – 337
2023
Q4 		$218K Buy
+3,876
New +$182K 0.12% 226
2021
Q3 		– Sell
-9,145
Closed -$520K – 1175
2021
Q2 		$520K Buy
+9,145
New +$497K 0.03% 552
2020
Q4 		– Sell
-26,232
Closed -$922K – 803
2020
Q3 		$922K Sell
26,232
-433
-2% -$13.7K 0.13% 223
2020
Q2 		$831K Buy
+26,665
New +$837K 0.13% 224

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

Blueshift Asset Management's MC Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Moelis & Co (MC) in Q2 2026: 5,050 shares worth $330K. The stake represents 0.08% of the portfolio and ranks #350 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in MC as recently as Q2 2025.

Blueshift Asset Management first reported a position in MC in Q2 2020 and has held it in 6 quarters since. The position peaked at $922K in Q3 2020. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Blueshift Asset Management held 5,050 shares of Moelis & Co worth $330K as of Q2 2026.
  • Moelis & Co was a new Blueshift Asset Management position in Q2 2026.
  • Moelis & Co made up 0.08% of Blueshift Asset Management's portfolio in Q2 2026, its #350 holding.
  • Blueshift Asset Management first reported a position in Moelis & Co in Q2 2020 and has held it in 6 quarters since.
  • Blueshift Asset Management's Moelis & Co position peaked at $922K in Q3 2020.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.