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Brown Brothers Harriman & Co’s Moelis & Co MC Stock Holding History

Brown Brothers Harriman & 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 		$31.1K Hold
476
– – ﹤0.01% 1208
2026
Q1 		$27.1K Buy
476
+130
+38% +$8.45K ﹤0.01% 1164
2025
Q4 		$23.8K Buy
346
+89
+35% +$5.94K ﹤0.01% 1180
2025
Q3 		$18.3K Buy
+257
New +$18.3K ﹤0.01% 1191
2019
Q2 		– Sell
-332
Closed -$14K – 1181
2019
Q1 		$14K Buy
+332
New +$14.2K ﹤0.01% 795

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

Brown Brothers Harriman & Co's MC Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Moelis & Co (MC) position steady in Q2 2026 at 476 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Brown Brothers Harriman & Co first reported a position in MC in Q1 2019 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Brown Brothers Harriman & Co held 476 shares of Moelis & Co worth $31.1K as of Q2 2026.
  • Brown Brothers Harriman & Co left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1208 holding.
  • Brown Brothers Harriman & Co first reported a position in Moelis & Co in Q1 2019 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.