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CVA Family Office’s Moelis & Co MC Stock Holding History

CVA Family Office’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 		$3.14K Buy
48
+41
+586% +$2.69K ﹤0.01% 1415
2026
Q1 		$399 Sell
7
-6
-46% -$390 ﹤0.01% 1777
2025
Q4 		$894 Sell
13
-26
-67% -$1.74K ﹤0.01% 1121
2025
Q3 		$2.78K Buy
39
+26
+200% +$1.86K ﹤0.01% 959
2025
Q2 		$810 Buy
13
+3
+30% +$168 ﹤0.01% 1132
2025
Q1 		$584 Sell
10
-8
-44% -$564 ﹤0.01% 1198
2024
Q4 		$1.33K Hold
18
– – ﹤0.01% 1048
2024
Q3 		$1.23K Buy
18
+8
+80% +$516 ﹤0.01% 1049
2024
Q2 		$569 Buy
+10
New +$540 ﹤0.01% 1156

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 $3.38T AUM 44.17% 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

CVA Family Office's MC Position: Q2 2026 in Review

CVA Family Office increased its Moelis & Co (MC) stake by 586% in Q2 2026, buying an estimated $2.69K and bringing the position to 48 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

CVA Family Office first reported a position in MC in Q2 2024 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • CVA Family Office held 48 shares of Moelis & Co worth $3.14K as of Q2 2026.
  • CVA Family Office bought 41 Moelis & Co shares in Q2 2026, an estimated $2.69K.
  • Moelis & Co made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1415 holding.
  • CVA Family Office first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.