DCM
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DGS Capital Management’s Moelis & Co MC Stock Holding History

DGS Capital Management’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 		$357K Sell
6,263
-649
-9% -$42.2K 0.06% 338
2025
Q4 		$475K Buy
6,912
+2,329
+51% +$155K 0.08% 214
2025
Q3 		$327K Buy
4,583
+147
+3% +$10.5K 0.06% 263
2025
Q2 		$276K Buy
+4,436
New +$249K 0.06% 252
2025
Q1 		– Sell
-2,945
Closed -$218K – 325
2024
Q4 		$218K Hold
2,945
– – 0.05% 265
2024
Q3 		$202K Buy
+2,945
New +$190K 0.05% 277
2023
Q2 		– Sell
-7,557
Closed -$290K – 251
2023
Q1 		$290K Sell
7,557
-592
-7% -$25.4K 0.16% 143
2022
Q4 		$313K Buy
8,149
+1,046
+15% +$42.5K 0.2% 125
2022
Q3 		$240K Buy
7,103
+1,917
+37% +$80.3K 0.16% 147
2022
Q2 		$204K Buy
+5,186
New +$226K 0.16% 165

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Charles Schwab San Francisco, California $751B AUM 38.74% 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

DGS Capital Management's MC Position: Q1 2026 in Review

DGS Capital Management reduced its Moelis & Co (MC) stake by 9.4% in Q1 2026, selling an estimated $42.2K and leaving 6,263 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #338.

DGS Capital Management first reported a position in MC in Q2 2022 and has held it in 10 quarters since. The position peaked at $475K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • DGS Capital Management held 6,263 shares of Moelis & Co worth $357K as of Q1 2026.
  • DGS Capital Management sold 649 Moelis & Co shares in Q1 2026, an estimated $42.2K.
  • Moelis & Co made up 0.06% of DGS Capital Management's portfolio in Q1 2026, its #338 holding.
  • DGS Capital Management first reported a position in Moelis & Co in Q2 2022 and has held it in 10 quarters since.
  • DGS Capital Management's Moelis & Co position peaked at $475K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.