Canada Life
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Canada Life’s Moelis & Co MC Stock Holding History

Canada Life’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 		$5.31M Sell
81,146
-1,547
-2% -$101K 0.01% 764
2026
Q1 		$4.72M Sell
82,693
-3,541
-4% -$230K 0.01% 766
2025
Q4 		$5.93M Buy
86,234
+9,636
+13% +$643K 0.01% 685
2025
Q3 		$5.54M Sell
76,598
-315
-0.4% -$22.5K 0.01% 778
2025
Q2 		$4.79M Buy
76,913
+262
+0.3% +$14.7K 0.01% 809
2025
Q1 		$4.47M Sell
76,651
-4,883
-6% -$344K 0.01% 835
2024
Q4 		$6.02M Buy
81,534
+2,248
+3% +$163K 0.01% 748
2024
Q3 		$5.43M Buy
79,286
+301
+0.4% +$19.4K 0.01% 820
2024
Q2 		$4.49M Buy
78,985
+20,135
+34% +$1.09M 0.01% 882
2024
Q1 		$3.34M Buy
58,850
+2,667
+5% +$146K 0.01% 1008
2023
Q4 		$3.15M Sell
56,183
-11,701
-17% -$550K 0.01% 1006
2023
Q3 		$3.06M Sell
67,884
-1,059
-2% -$49.8K 0.01% 970
2023
Q2 		$3.13M Buy
68,943
+56,011
+433% +$2.24M 0.01% 961
2023
Q1 		$498K Buy
12,932
+1,529
+13% +$65.7K ﹤0.01% 1705
2022
Q4 		$439K Buy
11,403
+2,598
+30% +$105K ﹤0.01% 1746
2022
Q3 		$297K Buy
8,805
+1,128
+15% +$47.2K ﹤0.01% 1779
2022
Q2 		$302K Sell
7,677
-521
-6% -$22.7K ﹤0.01% 1764
2022
Q1 		$402K Buy
8,198
+2,262
+38% +$118K ﹤0.01% 1756
2021
Q4 		$370K Buy
5,936
+733
+14% +$49.1K ﹤0.01% 1765
2021
Q3 		$324K Hold
5,203
– – ﹤0.01% 1812
2021
Q2 		$296K Sell
5,203
-427
-8% -$23.2K ﹤0.01% 1848
2021
Q1 		$307K Buy
5,630
+531
+10% +$28.5K ﹤0.01% 1847
2020
Q4 		$238K Buy
5,099
+1,479
+41% +$59.5K ﹤0.01% 1926
2020
Q3 		$127K Sell
3,620
-1,391
-28% -$44K ﹤0.01% 1984
2020
Q2 		$156K Sell
5,011
-503
-9% -$15.8K ﹤0.01% 1957
2020
Q1 		$156K Buy
5,514
+503
+10% +$16.5K ﹤0.01% 1875
2019
Q4 		$159K Buy
+5,011
New +$164K ﹤0.01% 1973
2019
Q3 		– Sell
-6,139
Closed -$215K – 1777
2019
Q2 		$215K Sell
6,139
-1,073
-15% -$38.8K ﹤0.01% 2013
2019
Q1 		$299K Buy
7,212
+1,449
+25% +$61.9K ﹤0.01% 1777
2018
Q4 		$190K Buy
5,763
+1,779
+45% +$75.5K ﹤0.01% 1949
2018
Q3 		$218K Sell
3,984
-5
-0.1% -$293 ﹤0.01% 1956
2018
Q2 		$233K Sell
3,989
-87
-2% -$5K ﹤0.01% 1933
2018
Q1 		$207K Buy
4,076
+436
+12% +$22.3K ﹤0.01% 1951
2017
Q4 		$177K Buy
3,640
+117
+3% +$5.29K ﹤0.01% 2000
2017
Q3 		$152K Buy
3,523
+1,442
+69% +$57.7K ﹤0.01% 2021
2017
Q2 		$81K Hold
2,081
– – ﹤0.01% 2175
2017
Q1 		$80K Hold
2,081
– – ﹤0.01% 2177
2016
Q4 		$71K Hold
2,081
– – ﹤0.01% 2225
2016
Q3 		$56K Hold
2,081
– – ﹤0.01% 2305
2016
Q2 		$47K Hold
2,081
– – ﹤0.01% 2327
2016
Q1 		$59K Hold
2,081
– – ﹤0.01% 2057
2015
Q4 		$61K Hold
2,081
– – ﹤0.01% 2060
2015
Q3 		$55K Hold
2,081
– – ﹤0.01% 2051
2015
Q2 		$60K Hold
2,081
– – ﹤0.01% 2129
2015
Q1 		$62K Buy
+2,081
New +$65.7K ﹤0.01% 2036

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

Canada Life's MC Position: Q2 2026 in Review

Canada Life reduced its Moelis & Co (MC) stake by 1.9% in Q2 2026, selling an estimated $101K and leaving 81,146 shares worth $5.31M. The position accounts for 0.01% of the portfolio, ranked #764.

Canada Life first reported a position in MC in Q1 2015 and has held it in 45 quarters since. The position peaked at $6.02M in Q4 2024. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Canada Life held 81,146 shares of Moelis & Co worth $5.31M as of Q2 2026.
  • Canada Life sold 1,547 Moelis & Co shares in Q2 2026, an estimated $101K.
  • Moelis & Co made up 0.01% of Canada Life's portfolio in Q2 2026, its #764 holding.
  • Canada Life first reported a position in Moelis & Co in Q1 2015 and has held it in 45 quarters since.
  • Canada Life's Moelis & Co position peaked at $6.02M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Canada Life's 13F filing for Q2 2026, filed 13 Aug 2026.