David Shaw’s Moelis & Co MC Stock Holding History

David Shaw’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
2017 Q3	–	Sell	-20,000	Closed	-$777K	–	3532
2017 Q2	$777K	Hold	20,000	–	–	﹤0.01%	2568
2017 Q1	$770K	Buy	+20,000	New	+$724K	﹤0.01%	2482

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

David Shaw's MC Position: Q1 2026 in Review

David Shaw sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 134,411 shares — an estimated $9.24M sold.

David Shaw first reported a position in MC in Q2 2014 and held it in 34 quarters. The position peaked at $9.24M in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

David Shaw reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
David Shaw sold 134,411 Moelis & Co shares in Q1 2026, an estimated $9.24M.
David Shaw first reported a position in Moelis & Co in Q2 2014 and held it in 34 quarters.
David Shaw's Moelis & Co position peaked at $9.24M in Q4 2025.
401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.