Capstone Investment Advisors
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Capstone Investment Advisors’s Moelis & Co MC Stock Holding History

Capstone Investment 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 		– Sell
-8,436
Closed -$481K – 1815
2026
Q1 		$481K Buy
8,436
+4,609
+120% +$300K ﹤0.01% 1152
2025
Q4 		$263K Buy
+3,827
New +$255K ﹤0.01% 1413

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WA
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State Street
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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

Capstone Investment Advisors's MC Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 8,436 shares — an estimated $481K sold.

Capstone Investment Advisors first reported a position in MC in Q4 2025 and held it in 2 quarters. The position peaked at $481K in Q1 2026. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,436 Moelis & Co shares in Q2 2026, an estimated $481K.
  • Capstone Investment Advisors first reported a position in Moelis & Co in Q4 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's Moelis & Co position peaked at $481K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.