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D.A. Davidson & Co’s Moelis & Co MC Stock Holding History

D.A. Davidson & Co’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 		$380K Hold
6,666
– – ﹤0.01% 1269
2025
Q4 		$458K Sell
6,666
-100
-1% -$6.67K ﹤0.01% 1174
2025
Q3 		$483K Hold
6,766
– – ﹤0.01% 1140
2025
Q2 		$422K Hold
6,766
– – ﹤0.01% 1122
2025
Q1 		$395K Hold
6,766
– – ﹤0.01% 1116
2024
Q4 		$500K Sell
6,766
-290
-4% -$21K ﹤0.01% 1014
2024
Q3 		$483K Hold
7,056
– – ﹤0.01% 1021
2024
Q2 		$401K Hold
7,056
– – ﹤0.01% 1067
2024
Q1 		$401K Hold
7,056
– – ﹤0.01% 1065
2023
Q4 		$396K Buy
7,056
+390
+6% +$18.3K ﹤0.01% 1029
2023
Q3 		$301K Hold
6,666
– – ﹤0.01% 1084
2023
Q2 		$302K Hold
6,666
– – ﹤0.01% 1096
2023
Q1 		$248K Hold
6,666
– – ﹤0.01% 1149
2022
Q4 		$259K Hold
6,666
– – ﹤0.01% 1112
2022
Q3 		$225K Buy
6,666
+403
+6% +$16.9K ﹤0.01% 1120
2022
Q2 		$246K Buy
6,263
+1,681
+37% +$73.3K ﹤0.01% 1091
2022
Q1 		$215K Hold
4,582
– – ﹤0.01% 1180
2021
Q4 		$288K Hold
4,582
– – ﹤0.01% 1070
2021
Q3 		$283K Hold
4,582
– – ﹤0.01% 1039
2021
Q2 		$261K Hold
4,582
– – ﹤0.01% 1046
2021
Q1 		$251K Hold
4,582
– – ﹤0.01% 1019
2020
Q4 		$213K Buy
+4,582
New +$184K ﹤0.01% 951
2017
Q3 		– Sell
-220
Closed -$8K – 1615
2017
Q2 		$8K Buy
220
+14
+7% +$522 ﹤0.01% 2106
2017
Q1 		$7K Buy
+206
New +$7.46K ﹤0.01% 2113

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

D.A. Davidson & Co's MC Position: Q1 2026 in Review

D.A. Davidson & Co held its Moelis & Co (MC) position steady in Q1 2026 at 6,666 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

D.A. Davidson & Co first reported a position in MC in Q1 2017 and has held it in 24 quarters since. The position peaked at $500K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • D.A. Davidson & Co held 6,666 shares of Moelis & Co worth $380K as of Q1 2026.
  • D.A. Davidson & Co left its Moelis & Co share count unchanged in Q1 2026.
  • Moelis & Co made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1269 holding.
  • D.A. Davidson & Co first reported a position in Moelis & Co in Q1 2017 and has held it in 24 quarters since.
  • D.A. Davidson & Co's Moelis & Co position peaked at $500K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.