Campbell Newman Asset Management’s Moelis & Co MC Stock Holding History
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
LCOV
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. 396 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.
- 396 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.