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Bruce G. Allen Investments’s Moelis & Co MC Stock Holding History

Bruce G. Allen Investments’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 		$523 Sell
8
-4
-33% -$262 ﹤0.01% 933
2026
Q1 		$684 Sell
12
-6
-33% -$390 ﹤0.01% 908
2025
Q4 		$1.24K Buy
18
+15
+500% +$1K ﹤0.01% 779
2025
Q3 		$214 Hold
3
– – ﹤0.01% 1050
2025
Q2 		$187 Buy
+3
New +$168 ﹤0.01% 1050

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

Bruce G. Allen Investments's MC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Moelis & Co (MC) stake by 33% in Q2 2026, selling an estimated $262 and leaving 8 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Bruce G. Allen Investments first reported a position in MC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.24K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Bruce G. Allen Investments held 8 shares of Moelis & Co worth $523 as of Q2 2026.
  • Bruce G. Allen Investments sold 4 Moelis & Co shares in Q2 2026, an estimated $262.
  • Moelis & Co made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #933 holding.
  • Bruce G. Allen Investments first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • Bruce G. Allen Investments's Moelis & Co position peaked at $1.24K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.