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BW Gestao de Investimentos’s Moelis & Co MC Stock Holding History

BW Gestao de Investimentos’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
-64,000
Closed -$4.4M – 306
2025
Q4 		$4.4M Buy
+64,000
New +$4.27M 0.1% 155

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

BW Gestao de Investimentos's MC Position: Q1 2026 in Review

BW Gestao de Investimentos sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 64,000 shares — an estimated $4.4M sold.

BW Gestao de Investimentos first reported a position in MC in Q4 2025 and held it in 1 quarter. The position peaked at $4.4M in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • BW Gestao de Investimentos reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • BW Gestao de Investimentos sold 64,000 Moelis & Co shares in Q1 2026, an estimated $4.4M.
  • BW Gestao de Investimentos first reported a position in Moelis & Co in Q4 2025 and held it in 1 quarter.
  • BW Gestao de Investimentos's Moelis & Co position peaked at $4.4M in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.