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
Q1 		$481K Buy
8,436
+4,609
+120% +$300K ﹤0.01% 1152
2025
Q4 		$263K Buy
+3,827
New +$255K ﹤0.01% 1413

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 $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capstone Investment Advisors's MC Position: Q1 2026 in Review

Capstone Investment Advisors increased its Moelis & Co (MC) stake by 120% in Q1 2026, buying an estimated $300K and bringing the position to 8,436 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Capstone Investment Advisors first reported a position in MC in Q4 2025 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Capstone Investment Advisors held 8,436 shares of Moelis & Co worth $481K as of Q1 2026.
  • Capstone Investment Advisors bought 4,609 Moelis & Co shares in Q1 2026, an estimated $300K.
  • Moelis & Co made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1152 holding.
  • Capstone Investment Advisors first reported a position in Moelis & Co in Q4 2025 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.