Cerity Partners
MC icon

Cerity Partners’s Moelis & Co MC Stock Holding History

Cerity Partners’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 		$1.42M Sell
21,669
-484
-2% -$31.7K ﹤0.01% 1778
2026
Q1 		$1.26M Buy
22,153
+1,089
+5% +$70.8K ﹤0.01% 1734
2025
Q4 		$1.45M Buy
21,064
+1,287
+7% +$85.9K ﹤0.01% 1520
2025
Q3 		$1.41M Sell
19,777
-1,157
-6% -$82.6K ﹤0.01% 1446
2025
Q2 		$1.3M Buy
20,934
+3,823
+22% +$215K ﹤0.01% 1408
2025
Q1 		$999K Buy
17,111
+3,549
+26% +$250K ﹤0.01% 1426
2024
Q4 		$958K Sell
13,562
-283
-2% -$20.5K ﹤0.01% 1435
2024
Q3 		$949K Buy
13,845
+7,819
+130% +$505K ﹤0.01% 1416
2024
Q2 		$343K Sell
6,026
-7,529
-56% -$407K ﹤0.01% 1749
2024
Q1 		$770K Buy
13,555
+8,046
+146% +$439K ﹤0.01% 1400
2023
Q4 		$309K Buy
+5,509
New +$259K ﹤0.01% 1499

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

Cerity Partners's MC Position: Q2 2026 in Review

Cerity Partners reduced its Moelis & Co (MC) stake by 2.2% in Q2 2026, selling an estimated $31.7K and leaving 21,669 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Cerity Partners first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Cerity Partners held 21,669 shares of Moelis & Co worth $1.42M as of Q2 2026.
  • Cerity Partners sold 484 Moelis & Co shares in Q2 2026, an estimated $31.7K.
  • Moelis & Co made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1778 holding.
  • Cerity Partners first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Moelis & Co position peaked at $1.45M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.