Cetera Investment Advisers
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Cetera Investment Advisers’s Moelis & Co MC Stock Holding History

Cetera Investment Advisers’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 		$720K Buy
12,635
+488
+4% +$31.7K ﹤0.01% 3195
2025
Q4 		$835K Buy
12,147
+1,433
+13% +$95.6K ﹤0.01% 2986
2025
Q3 		$764K Buy
10,714
+3,336
+45% +$238K ﹤0.01% 3022
2025
Q2 		$460K Buy
7,378
+465
+7% +$26.1K ﹤0.01% 3034
2025
Q1 		$403K Buy
6,913
+623
+10% +$43.9K ﹤0.01% 3024
2024
Q4 		$465K Buy
6,290
+546
+10% +$39.5K ﹤0.01% 2736
2024
Q3 		$394K Sell
5,744
-340
-6% -$21.9K ﹤0.01% 2853
2024
Q2 		$346K Sell
6,084
-1,208
-17% -$65.3K ﹤0.01% 2910
2024
Q1 		$414K Buy
+7,292
New +$398K ﹤0.01% 2763

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cetera Investment Advisers's MC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Moelis & Co (MC) stake by 4% in Q1 2026, buying an estimated $31.7K and bringing the position to 12,635 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Cetera Investment Advisers first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $835K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Cetera Investment Advisers held 12,635 shares of Moelis & Co worth $720K as of Q1 2026.
  • Cetera Investment Advisers bought 488 Moelis & Co shares in Q1 2026, an estimated $31.7K.
  • Moelis & Co made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3195 holding.
  • Cetera Investment Advisers first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Moelis & Co position peaked at $835K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.