Empowered Funds’s Moelis & Co MC Stock Holding History

Empowered Funds’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	$6.55M	Buy	100,128 +3,702	+4%	+$243K	0.03%	581
2026 Q1	$5.5M	Buy	96,426 +20,372	+27%	+$1.32M	0.04%	593
2025 Q4	$5.23M	Buy	76,054 +10,635	+16%	+$710K	0.09%	242
2025 Q3	$4.67M	Buy	65,419 +14,682	+29%	+$1.05M	0.05%	509
2025 Q2	$3.16M	Buy	50,737 +7,909	+18%	+$444K	0.04%	615
2025 Q1	$2.5M	Buy	42,828 +11,692	+38%	+$824K	0.04%	633
2024 Q4	$2.3M	Buy	31,136 +622	+2%	+$45K	0.03%	678
2024 Q3	$2.09M	Buy	30,514 +1,706	+6%	+$110K	0.03%	661
2024 Q2	$1.64M	Buy	28,808 +2,660	+10%	+$144K	0.03%	677
2024 Q1	$1.48M	Buy	26,148 +623	+2%	+$34K	0.03%	710
2023 Q4	$1.43M	Buy	+25,525	New	+$1.2M	0.04%	636
2018 Q4	–	Sell	-28,288	Closed	-$1.57M	–	104
2018 Q3	$1.57M	Buy	28,288 +1,916	+7%	+$112K	0.46%	82
2018 Q2	$1.56M	Buy	+26,372	New	+$1.52M	0.49%	62
2018 Q1	–	Sell	-19,991	Closed	-$970K	–	107
2017 Q4	$970K	Buy	+19,991	New	+$903K	0.49%	57

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

Empowered Funds's MC Position: Q2 2026 in Review

Empowered Funds increased its Moelis & Co (MC) stake by 3.8% in Q2 2026, buying an estimated $243K and bringing the position to 100,128 shares worth $6.55M. The position accounts for 0.03% of the portfolio, ranked #581.

Empowered Funds first reported a position in MC in Q4 2017 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Empowered Funds held 100,128 shares of Moelis & Co worth $6.55M as of Q2 2026.
Empowered Funds bought 3,702 Moelis & Co shares in Q2 2026, an estimated $243K.
Moelis & Co made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #581 holding.
Empowered Funds first reported a position in Moelis & Co in Q4 2017 and has held it in 14 quarters since.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.