Clearstead Advisors’s Moelis & Co MC Stock Holding History

Clearstead 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	$982	Buy	+15	New	+$984	﹤0.01%	2697
2026 Q1	–	Sell	-89	Closed	-$6.12K	–	2608
2025 Q4	$6.12K	Hold	89	–	–	﹤0.01%	1981
2025 Q3	$6.35K	Hold	89	–	–	﹤0.01%	2072
2025 Q2	$5.55K	Buy	+89	New	+$5K	﹤0.01%	2076
2025 Q1	–	Sell	-505	Closed	-$37.3K	–	2270
2024 Q4	$37.3K	Sell	505 -98	-16%	-$7.09K	﹤0.01%	1230
2024 Q3	$41.3K	Sell	603 -4,967	-89%	-$321K	﹤0.01%	1243
2024 Q2	$317K	Buy	+5,570	New	+$301K	0.01%	657
2022 Q2	–	Sell	-215	Closed	-$10K	–	1376
2022 Q1	$10K	Buy	+215	New	+$11.2K	﹤0.01%	987
2021 Q4	–	Sell	-456	Closed	-$28K	–	1371
2021 Q3	$28K	Buy	+456	New	+$27.3K	﹤0.01%	718
2021 Q1	–	Sell	-215	Closed	-$10K	–	1157
2020 Q4	$10K	Buy	215 +50	+30%	+$2.01K	﹤0.01%	720
2020 Q3	$6K	Hold	165	–	–	﹤0.01%	722
2020 Q2	$5K	Hold	165	–	–	﹤0.01%	671
2020 Q1	$5K	Buy	+165	New	+$5.41K	﹤0.01%	645

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's MC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Moelis & Co (MC) in Q2 2026: 15 shares worth $982. The stake represents ﹤0.01% of the portfolio and ranks #2697 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MC as recently as Q4 2025.

Clearstead Advisors first reported a position in MC in Q1 2020 and has held it in 13 quarters since. The position peaked at $317K in Q2 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Clearstead Advisors held 15 shares of Moelis & Co worth $982 as of Q2 2026.
Moelis & Co was a new Clearstead Advisors position in Q2 2026.
Moelis & Co made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2697 holding.
Clearstead Advisors first reported a position in Moelis & Co in Q1 2020 and has held it in 13 quarters since.
Clearstead Advisors's Moelis & Co position peaked at $317K in Q2 2024.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.