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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CVA Family Office's MC Position: Q1 2026 in Review

CVA Family Office reduced its Moelis & Co (MC) stake by 46% in Q1 2026, selling an estimated $390 and leaving 7 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

CVA Family Office first reported a position in MC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.78K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • CVA Family Office held 7 shares of Moelis & Co worth $399 as of Q1 2026.
  • CVA Family Office sold 6 Moelis & Co shares in Q1 2026, an estimated $390.
  • Moelis & Co made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1777 holding.
  • CVA Family Office first reported a position in Moelis & Co in Q2 2024 and has held it in 8 quarters since.
  • CVA Family Office's Moelis & Co position peaked at $2.78K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.