Capital Investment Advisory Services’s Moelis & Co MC Stock Holding History

Capital Investment Advisory Services’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	$342K	Buy	5,227 +4	+0.1%	+$262	0.02%	542
2026 Q1	$298K	Buy	5,223 +4	+0.1%	+$260	0.02%	516
2025 Q4	$359K	Buy	5,219 +5	+0.1%	+$334	0.03%	453
2025 Q3	$372K	Buy	5,214 +3	+0.1%	+$214	0.03%	433
2025 Q2	$325K	Buy	5,211 +5	+0.1%	+$281	0.03%	434
2025 Q1	$304K	Sell	5,206 -1,109	-18%	-$78.2K	0.03%	432
2024 Q4	$467K	Sell	6,315 -227	-3%	-$16.4K	0.04%	302
2024 Q3	$448K	Sell	6,542 -196	-3%	-$12.7K	0.04%	321
2024 Q2	$383K	Buy	6,738 +6	+0.1%	+$324	0.04%	346
2024 Q1	$382K	Buy	6,732 +4	+0.1%	+$218	0.04%	355
2023 Q4	$378K	Buy	6,728 +705	+12%	+$33.1K	0.03%	357
2023 Q3	$272K	Buy	6,023 +256	+4%	+$12K	0.03%	399
2023 Q2	$261K	Buy	5,767 +6	+0.1%	+$239	0.03%	399
2023 Q1	$221K	Buy	5,761 +6	+0.1%	+$258	0.03%	432
2022 Q4	$221K	Sell	5,755 -494	-8%	-$20K	0.03%	439
2022 Q3	$211K	Sell	6,249 -94	-1%	-$3.94K	0.03%	423
2022 Q2	$250K	Buy	6,343 +1,155	+22%	+$50.4K	0.03%	402
2022 Q1	$244K	Buy	5,188 +853	+20%	+$44.3K	0.03%	430
2021 Q4	$271K	Buy	+4,335	New	+$290K	0.03%	401
2019 Q3	–	Sell	-185	Closed	-$6K	–	1429
2019 Q2	$6K	Buy	+185	New	+$6.69K	﹤0.01%	1097

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Investment Advisory Services's MC Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Moelis & Co (MC) stake by 0.08% in Q2 2026, buying an estimated $262 and bringing the position to 5,227 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #542.

Capital Investment Advisory Services first reported a position in MC in Q2 2019 and has held it in 20 quarters since. The position peaked at $467K in Q4 2024. 76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Capital Investment Advisory Services held 5,227 shares of Moelis & Co worth $342K as of Q2 2026.
Capital Investment Advisory Services bought 4 Moelis & Co shares in Q2 2026, an estimated $262.
Moelis & Co made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #542 holding.
Capital Investment Advisory Services first reported a position in Moelis & Co in Q2 2019 and has held it in 20 quarters since.
Capital Investment Advisory Services's Moelis & Co position peaked at $467K in Q4 2024.
76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.