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Cresset Asset Management’s Moelis & Co MC Stock Holding History

Cresset Asset Management’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 		$3.26M Buy
49,863
+16,878
+51% +$1.11M 0.01% 521
2026
Q1 		$1.88M Buy
32,985
+430
+1% +$28K 0.01% 573
2025
Q4 		$2.24M Sell
32,555
-275
-0.8% -$18.4K 0.01% 535
2025
Q3 		$2.34M Buy
32,830
+1,678
+5% +$120K 0.01% 485
2025
Q2 		$1.94M Buy
+31,152
New +$1.75M 0.01% 503
2019
Q2 		– Sell
-214
Closed -$9K – 1170
2019
Q1 		$9K Buy
+214
New +$9.15K ﹤0.01% 1200

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

Cresset Asset Management's MC Position: Q2 2026 in Review

Cresset Asset Management increased its Moelis & Co (MC) stake by 51% in Q2 2026, buying an estimated $1.11M and bringing the position to 49,863 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #521.

Cresset Asset Management first reported a position in MC in Q1 2019 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Cresset Asset Management held 49,863 shares of Moelis & Co worth $3.26M as of Q2 2026.
  • Cresset Asset Management bought 16,878 Moelis & Co shares in Q2 2026, an estimated $1.11M.
  • Moelis & Co made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #521 holding.
  • Cresset Asset Management first reported a position in Moelis & Co in Q1 2019 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.