Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Moelis & Co MC Stock Holding History

Cambridge Investment Research Advisors’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 		$241K Sell
3,679
-277
-7% -$18.2K ﹤0.01% 3644
2026
Q1 		$225K Buy
3,956
+357
+10% +$23.2K ﹤0.01% 3573
2025
Q4 		$247K Sell
3,599
-408
-10% -$27.2K ﹤0.01% 3387
2025
Q3 		$286K Buy
4,007
+506
+14% +$36.1K ﹤0.01% 3151
2025
Q2 		$218K Sell
3,501
-1,162
-25% -$65.2K ﹤0.01% 3280
2025
Q1 		$272K Buy
4,663
+1,393
+43% +$98.2K ﹤0.01% 2950
2024
Q4 		$242K Buy
+3,270
New +$237K ﹤0.01% 3025
2023
Q3 		– Sell
-12,438
Closed -$564K – 3218
2023
Q2 		$564K Buy
12,438
+761
+7% +$30.4K ﹤0.01% 2034
2023
Q1 		$449K Sell
11,677
-139
-1% -$5.97K ﹤0.01% 2169
2022
Q4 		$453K Buy
11,816
+32
+0.3% +$1.3K ﹤0.01% 2091
2022
Q3 		$398K Buy
11,784
+5,417
+85% +$227K ﹤0.01% 2124
2022
Q2 		$251K Sell
6,367
-1,111
-15% -$48.5K ﹤0.01% 2541
2022
Q1 		$351K Buy
7,478
+3,653
+96% +$190K ﹤0.01% 2414
2021
Q4 		$239K Buy
+3,825
New +$256K ﹤0.01% 2729

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

Cambridge Investment Research Advisors's MC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Moelis & Co (MC) stake by 7% in Q2 2026, selling an estimated $18.2K and leaving 3,679 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

Cambridge Investment Research Advisors first reported a position in MC in Q4 2021 and has held it in 14 quarters since. The position peaked at $564K in Q2 2023. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,679 shares of Moelis & Co worth $241K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 277 Moelis & Co shares in Q2 2026, an estimated $18.2K.
  • Moelis & Co made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3644 holding.
  • Cambridge Investment Research Advisors first reported a position in Moelis & Co in Q4 2021 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's Moelis & Co position peaked at $564K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.