CNAM
MC icon

Campbell Newman Asset Management’s Moelis & Co MC Stock Holding History

Campbell Newman 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 		$1.16M Buy
17,673
+812
+5% +$53.2K 0.09% 76
2026
Q1 		$961K Buy
16,861
+296
+2% +$19.2K 0.08% 86
2025
Q4 		$1.14M Sell
16,565
-593
-3% -$39.6K 0.08% 91
2025
Q3 		$1.22M Buy
17,158
+71
+0.4% +$5.07K 0.09% 88
2025
Q2 		$1.06M Buy
17,087
+1,144
+7% +$64.2K 0.08% 90
2025
Q1 		$930K Sell
15,943
-55
-0.3% -$3.88K 0.08% 90
2024
Q4 		$1.18M Sell
15,998
-43
-0.3% -$3.11K 0.1% 86
2024
Q3 		$1.1M Sell
16,041
-248
-2% -$16K 0.08% 91
2024
Q2 		$926K Buy
16,289
+70
+0.4% +$3.78K 0.07% 93
2024
Q1 		$921K Buy
16,219
+392
+2% +$21.4K 0.07% 91
2023
Q4 		$888K Buy
15,827
+84
+0.5% +$3.95K 0.08% 92
2023
Q3 		$710K Sell
15,743
-263
-2% -$12.4K 0.07% 91
2023
Q2 		$726K Buy
16,006
+378
+2% +$15.1K 0.06% 95
2023
Q1 		$601K Buy
15,628
+155
+1% +$6.66K 0.06% 100
2022
Q4 		$594K Buy
15,473
+503
+3% +$20.4K 0.06% 99
2022
Q3 		$506K Buy
14,970
+380
+3% +$15.9K 0.06% 100
2022
Q2 		$574K Buy
14,590
+674
+5% +$29.4K 0.06% 99
2022
Q1 		$653K Buy
13,916
+277
+2% +$14.4K 0.06% 100
2021
Q4 		$853K Buy
13,639
+380
+3% +$25.5K 0.08% 93
2021
Q3 		$820K Buy
13,259
+683
+5% +$40.9K 0.08% 96
2021
Q2 		$715K Buy
12,576
+722
+6% +$39.2K 0.07% 101
2021
Q1 		$651K Buy
11,854
+643
+6% +$34.5K 0.07% 103
2020
Q4 		$524K Buy
11,211
+898
+9% +$36.1K 0.06% 107
2020
Q3 		$362K Buy
10,313
+208
+2% +$6.58K 0.05% 111
2020
Q2 		$315K Buy
10,105
+157
+2% +$4.93K 0.04% 114
2020
Q1 		$280K Sell
9,948
-410
-4% -$13.4K 0.05% 110
2019
Q4 		$331K Sell
10,358
-5
-0% -$164 0.04% 115
2019
Q3 		$340K Sell
10,363
-67
-0.6% -$2.27K 0.05% 114
2019
Q2 		$365K Buy
10,430
+774
+8% +$28K 0.05% 115
2019
Q1 		$402K Buy
9,656
+297
+3% +$12.7K 0.06% 114
2018
Q4 		$322K Buy
9,359
+1,086
+13% +$46.1K 0.06% 117
2018
Q3 		$453K Buy
8,273
+507
+7% +$29.7K 0.07% 108
2018
Q2 		$455K Buy
+7,766
New +$446K 0.07% 104

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Campbell Newman Asset Management's MC Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Moelis & Co (MC) stake by 4.8% in Q2 2026, buying an estimated $53.2K and bringing the position to 17,673 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #76.

Campbell Newman Asset Management first reported a position in MC in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.22M in Q3 2025. 121 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Campbell Newman Asset Management held 17,673 shares of Moelis & Co worth $1.16M as of Q2 2026.
  • Campbell Newman Asset Management bought 812 Moelis & Co shares in Q2 2026, an estimated $53.2K.
  • Moelis & Co made up 0.09% of Campbell Newman Asset Management's portfolio in Q2 2026, its #76 holding.
  • Campbell Newman Asset Management first reported a position in Moelis & Co in Q2 2018 and has held it in 33 quarters since.
  • Campbell Newman Asset Management's Moelis & Co position peaked at $1.22M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.