Commonwealth Equity Services
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Commonwealth Equity Services’s Moelis & Co MC Stock Holding History

Commonwealth Equity Services’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 		$518K Buy
7,914
+1,249
+19% +$81.9K ﹤0.01% 3289
2026
Q1 		$380K Sell
6,665
-914
-12% -$59.4K ﹤0.01% 3456
2025
Q4 		$521K Sell
7,579
-499
-6% -$33.3K ﹤0.01% 3151
2025
Q3 		$576K Buy
8,078
+2,540
+46% +$181K ﹤0.01% 3060
2025
Q2 		$345K Buy
+5,538
New +$311K ﹤0.01% 3473
2025
Q1 		– Sell
-2,837
Closed -$210K – 4237
2024
Q4 		$210K Buy
+2,837
New +$205K ﹤0.01% 3722
2022
Q1 		– Sell
-3,252
Closed -$203K – 3765
2021
Q4 		$203K Buy
+3,252
New +$218K ﹤0.01% 3295

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

Commonwealth Equity Services's MC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Moelis & Co (MC) stake by 19% in Q2 2026, buying an estimated $81.9K and bringing the position to 7,914 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Commonwealth Equity Services first reported a position in MC in Q4 2021 and has held it in 7 quarters since. The position peaked at $576K in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Commonwealth Equity Services held 7,914 shares of Moelis & Co worth $518K as of Q2 2026.
  • Commonwealth Equity Services bought 1,249 Moelis & Co shares in Q2 2026, an estimated $81.9K.
  • Moelis & Co made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3289 holding.
  • Commonwealth Equity Services first reported a position in Moelis & Co in Q4 2021 and has held it in 7 quarters since.
  • Commonwealth Equity Services's Moelis & Co position peaked at $576K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.