Diversify Advisory Services’s Moelis & Co MC Stock Holding History

Diversify Advisory Services’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	$980K	Buy	+14,462	New	+$948K	0.02%	638
2026 Q1	–	Sell	-31,743	Closed	-$2.46M	–	599
2025 Q4	$2.46M	Buy	31,743 +2,792	+10%	+$186K	0.08%	195
2025 Q3	$1.84M	Buy	28,951 +3,626	+14%	+$259K	0.06%	223
2025 Q2	$1.86M	Buy	25,325 +5,323	+27%	+$299K	0.07%	200
2025 Q1	$1.07M	Buy	20,002 +4,724	+31%	+$333K	0.07%	204
2024 Q4	$1.09M	Sell	15,278 -22,077	-59%	-$1.6M	0.06%	217
2024 Q3	$2.63M	Sell	37,355 -10,196	-21%	-$658K	0.14%	127
2024 Q2	$2.77M	Sell	47,551 -17,079	-26%	-$923K	0.15%	121
2024 Q1	$3.63M	Buy	+64,630	New	+$3.53M	0.21%	99

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Diversify Advisory Services's MC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Moelis & Co (MC) in Q2 2026: 14,462 shares worth $980K. The stake represents 0.02% of the portfolio and ranks #638 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MC as recently as Q4 2025.

Diversify Advisory Services first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.63M in Q1 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Diversify Advisory Services held 14,462 shares of Moelis & Co worth $980K as of Q2 2026.
Moelis & Co was a new Diversify Advisory Services position in Q2 2026.
Moelis & Co made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #638 holding.
Diversify Advisory Services first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Moelis & Co position peaked at $3.63M in Q1 2024.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.