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Elo Mutual Pension Insurance’s Moelis & Co MC Stock Holding History

Elo Mutual Pension Insurance’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 		$2.99M Buy
52,529
+33,559
+177% +$2.18M 0.05% 285
2025
Q4 		$1.3M Buy
+18,970
New +$1.27M 0.02% 466
2025
Q2 		– Sell
-12,430
Closed -$725K – 674
2025
Q1 		$725K Buy
+12,430
New +$876K 0.02% 492

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

Elo Mutual Pension Insurance's MC Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Moelis & Co (MC) stake by 177% in Q1 2026, buying an estimated $2.18M and bringing the position to 52,529 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #285.

Elo Mutual Pension Insurance first reported a position in MC in Q1 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Elo Mutual Pension Insurance held 52,529 shares of Moelis & Co worth $2.99M as of Q1 2026.
  • Elo Mutual Pension Insurance bought 33,559 Moelis & Co shares in Q1 2026, an estimated $2.18M.
  • Moelis & Co made up 0.05% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #285 holding.
  • Elo Mutual Pension Insurance first reported a position in Moelis & Co in Q1 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.