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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
Q2 		– Sell
-803
Closed -$45.8K – 524
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
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

C.M. Bidwell & Associates's MC Position: Q2 2026 in Review

C.M. Bidwell & Associates sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 803 shares — an estimated $45.8K sold.

C.M. Bidwell & Associates first reported a position in MC in Q4 2021 and held it in 6 quarters. The position peaked at $223K in Q4 2021. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • C.M. Bidwell & Associates reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 803 Moelis & Co shares in Q2 2026, an estimated $45.8K.
  • C.M. Bidwell & Associates first reported a position in Moelis & Co in Q4 2021 and held it in 6 quarters.
  • C.M. Bidwell & Associates's Moelis & Co position peaked at $223K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.