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Covestor’s Moelis & Co MC Stock Holding History

Covestor’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 		$69K Sell
1,060
-844
-44% -$55.3K 0.04% 596
2026
Q1 		$109K Sell
1,904
-1,942
-50% -$126K 0.08% 257
2025
Q4 		$264K Buy
3,846
+873
+29% +$58.3K 0.14% 132
2025
Q3 		$212K Sell
2,973
-177
-6% -$12.6K 0.12% 189
2025
Q2 		$196K Buy
3,150
+2,994
+1,919% +$168K 0.12% 195
2025
Q1 		$9K Buy
156
+153
+5,100% +$10.8K 0.01% 1565
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2525
2024
Q3 		$0 Sell
3
-1
-25% -$65 ﹤0.01% 2517
2024
Q2 		$0 Hold
4
– – ﹤0.01% 2533
2024
Q1 		$0 Sell
4
-1,425
-100% -$77.8K ﹤0.01% 2530
2023
Q4 		$80K Sell
1,429
-483
-25% -$22.7K 0.05% 634
2023
Q3 		$86K Sell
1,912
-407
-18% -$19.2K 0.06% 507
2023
Q2 		$105K Buy
2,319
+201
+9% +$8.02K 0.08% 408
2023
Q1 		$81K Sell
2,118
-333
-14% -$14.3K 0.07% 493
2022
Q4 		$94K Sell
2,451
-898
-27% -$36.4K 0.08% 417
2022
Q3 		$113K Buy
3,349
+1,216
+57% +$50.9K 0.1% 297
2022
Q2 		$84K Buy
2,133
+594
+39% +$25.9K 0.07% 506
2022
Q1 		$72K Buy
1,539
+1,073
+230% +$55.8K 0.05% 685
2021
Q4 		$29K Buy
+466
New +$31.2K 0.04% 761

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

Covestor's MC Position: Q2 2026 in Review

Covestor reduced its Moelis & Co (MC) stake by 44% in Q2 2026, selling an estimated $55.3K and leaving 1,060 shares worth $69K. The position accounts for 0.04% of the portfolio, ranked #596.

Covestor first reported a position in MC in Q4 2021 and has held it in 19 quarters since. The position peaked at $264K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Covestor held 1,060 shares of Moelis & Co worth $69K as of Q2 2026.
  • Covestor sold 844 Moelis & Co shares in Q2 2026, an estimated $55.3K.
  • Moelis & Co made up 0.04% of Covestor's portfolio in Q2 2026, its #596 holding.
  • Covestor first reported a position in Moelis & Co in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Moelis & Co position peaked at $264K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.