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Caitong International Asset Management’s Moelis & Co MC Stock Holding History

Caitong International Asset Management’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 		$785 Buy
12
+7
+140% +$459 ﹤0.01% 1601
2026
Q1 		$285 Buy
+5
New +$325 ﹤0.01% 1808
2025
Q2 		– Sell
-6
Closed -$350 – 2274
2025
Q1 		$350 Buy
+6
New +$423 ﹤0.01% 1849

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

Caitong International Asset Management's MC Position: Q2 2026 in Review

Caitong International Asset Management increased its Moelis & Co (MC) stake by 140% in Q2 2026, buying an estimated $459 and bringing the position to 12 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Caitong International Asset Management first reported a position in MC in Q1 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Caitong International Asset Management held 12 shares of Moelis & Co worth $785 as of Q2 2026.
  • Caitong International Asset Management bought 7 Moelis & Co shares in Q2 2026, an estimated $459.
  • Moelis & Co made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1601 holding.
  • Caitong International Asset Management first reported a position in Moelis & Co in Q1 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.