C.M. Bidwell & Associates’s Moelis & Co MC Stock Holding History

C.M. Bidwell & Associates’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	$45.8K	Sell	803 -264	-25%	-$17.2K	0.02%	232
2025 Q4	$73.3K	Buy	1,067 +5	+0.5%	+$334	0.03%	212
2025 Q3	$75.7K	Buy	1,062 +67	+7%	+$4.78K	0.04%	202
2025 Q2	$62K	Hold	995	–	–	0.03%	212
2025 Q1	$58.1K	Buy	+995	New	+$70.2K	0.03%	208
2022 Q1	–	Sell	-3,568	Closed	-$223K	–	579
2021 Q4	$223K	Buy	+3,568	New	+$239K	0.14%	141

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

C.M. Bidwell & Associates's MC Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Moelis & Co (MC) stake by 25% in Q1 2026, selling an estimated $17.2K and leaving 803 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #232.

C.M. Bidwell & Associates first reported a position in MC in Q4 2021 and has held it in 6 quarters since. The position peaked at $223K in Q4 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

C.M. Bidwell & Associates held 803 shares of Moelis & Co worth $45.8K as of Q1 2026.
C.M. Bidwell & Associates sold 264 Moelis & Co shares in Q1 2026, an estimated $17.2K.
Moelis & Co made up 0.02% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #232 holding.
C.M. Bidwell & Associates first reported a position in Moelis & Co in Q4 2021 and has held it in 6 quarters since.
C.M. Bidwell & Associates's Moelis & Co position peaked at $223K in Q4 2021.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.