Brown Advisory’s Moelis & Co MC Stock Holding History

Brown Advisory’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 Q1	–	Sell	-3,122	Closed	-$215K	–	1437
2025 Q4	$215K	Buy	+3,122	New	+$208K	﹤0.01%	1323
2019 Q2	–	Sell	-51,080	Closed	-$2.13M	–	1176
2019 Q1	$2.13M	Buy	+51,080	New	+$2.18M	0.01%	621
2018 Q4	–	Sell	-49,100	Closed	-$2.69M	–	1308
2018 Q3	$2.69M	Hold	49,100	–	–	0.01%	579
2018 Q2	$2.88M	Buy	+49,100	New	+$2.82M	0.01%	554

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory's MC Position: Q1 2026 in Review

Brown Advisory sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3,122 shares — an estimated $215K sold.

Brown Advisory first reported a position in MC in Q2 2018 and held it in 4 quarters. The position peaked at $2.88M in Q2 2018. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Brown Advisory reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
Brown Advisory sold 3,122 Moelis & Co shares in Q1 2026, an estimated $215K.
Brown Advisory first reported a position in Moelis & Co in Q2 2018 and held it in 4 quarters.
Brown Advisory's Moelis & Co position peaked at $2.88M in Q2 2018.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.