Crewe Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Other funds holding MC
WA
LCOV
Crewe Advisors's MC Position: Q2 2026 in Review
Crewe Advisors reduced its Moelis & Co (MC) stake by 6.7% in Q2 2026, selling an estimated $1.84K and leaving 387 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.
Crewe Advisors first reported a position in MC in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.6K in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- Crewe Advisors held 387 shares of Moelis & Co worth $25.3K as of Q2 2026.
- Crewe Advisors sold 28 Moelis & Co shares in Q2 2026, an estimated $1.84K.
- Moelis & Co made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #556 holding.
- Crewe Advisors first reported a position in Moelis & Co in Q1 2025 and has held it in 5 quarters since.
- Crewe Advisors's Moelis & Co position peaked at $29.6K in Q3 2025.
- 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.