Envestnet Asset Management
MC icon

Envestnet Asset Management’s Moelis & Co MC Stock Holding History

Envestnet Asset 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
Q2 		$26M Buy
397,569
+9,910
+3% +$650K 0.01% 1252
2026
Q1 		$22.1M Buy
387,659
+46,796
+14% +$3.04M 0.01% 1287
2025
Q4 		$23.4M Sell
340,863
-48,876
-13% -$3.26M 0.01% 1114
2025
Q3 		$27.8M Buy
389,739
+7,639
+2% +$545K 0.01% 1075
2025
Q2 		$23.8M Buy
382,100
+24,311
+7% +$1.36M 0.01% 1142
2025
Q1 		$20.9M Buy
357,789
+4,921
+1% +$347K 0.01% 1160
2024
Q4 		$26.1M Sell
352,868
-1,892
-0.5% -$137K 0.01% 1036
2024
Q3 		$24.3M Buy
354,760
+61,231
+21% +$3.95M 0.01% 1063
2024
Q2 		$16.7M Buy
293,529
+62,444
+27% +$3.37M 0.01% 1239
2024
Q1 		$13.1M Buy
231,085
+47,856
+26% +$2.61M ﹤0.01% 1356
2023
Q4 		$10.3M Buy
183,229
+21,534
+13% +$1.01M ﹤0.01% 1435
2023
Q3 		$7.3M Buy
161,695
+37,372
+30% +$1.76M ﹤0.01% 1573
2023
Q2 		$5.64M Buy
124,323
+8,674
+8% +$346K ﹤0.01% 1643
2023
Q1 		$4.45M Buy
115,649
+15,471
+15% +$664K ﹤0.01% 1710
2022
Q4 		$3.84M Buy
100,178
+2,636
+3% +$107K ﹤0.01% 1746
2022
Q3 		$3.3M Buy
97,542
+2,117
+2% +$88.6K ﹤0.01% 1771
2022
Q2 		$3.75M Buy
95,425
+16,976
+22% +$741K ﹤0.01% 1689
2022
Q1 		$3.68M Sell
78,449
-808
-1% -$42K ﹤0.01% 1792
2021
Q4 		$4.95M Buy
79,257
+9,480
+14% +$635K ﹤0.01% 1610
2021
Q3 		$4.32M Buy
69,777
+1,885
+3% +$113K ﹤0.01% 1637
2021
Q2 		$3.86M Sell
67,892
-1,207
-2% -$65.6K ﹤0.01% 1671
2021
Q1 		$3.79M Buy
69,099
+4,163
+6% +$223K ﹤0.01% 1577
2020
Q4 		$3.04M Sell
64,936
-386
-0.6% -$15.5K ﹤0.01% 1520
2020
Q3 		$2.29M Sell
65,322
-7,473
-10% -$236K ﹤0.01% 1542
2020
Q2 		$2.27M Buy
72,795
+22,581
+45% +$709K ﹤0.01% 1497
2020
Q1 		$1.41M Buy
50,214
+24,456
+95% +$802K ﹤0.01% 1610
2019
Q4 		$822K Buy
25,758
+13,247
+106% +$434K ﹤0.01% 2153
2019
Q3 		$411K Sell
12,511
-377
-3% -$12.8K ﹤0.01% 2479
2019
Q2 		$450K Buy
12,888
+7,835
+155% +$283K ﹤0.01% 2450
2019
Q1 		$210K Sell
5,053
-940
-16% -$40.2K ﹤0.01% 2815
2018
Q4 		$206K Buy
+5,993
New +$254K ﹤0.01% 2684
2018
Q3 		– Sell
-214
Closed -$13K – 2037
2018
Q2 		$13K Hold
214
– – ﹤0.01% 2495
2018
Q1 		$11K Buy
+214
New +$11K ﹤0.01% 2478
2017
Q3 		– Sell
-133
Closed -$5K – 2985
2017
Q2 		$5K Sell
133
-2,897
-96% -$108K ﹤0.01% 2832
2017
Q1 		$117K Buy
3,030
+315
+12% +$11.4K ﹤0.01% 2128
2016
Q4 		$92K Buy
2,715
+609
+29% +$17.2K ﹤0.01% 2217
2016
Q3 		$57K Buy
2,106
+809
+62% +$20.8K ﹤0.01% 2552
2016
Q2 		$29K Buy
+1,297
New +$34.6K ﹤0.01% 2893

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
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

Envestnet Asset Management's MC Position: Q2 2026 in Review

Envestnet Asset Management increased its Moelis & Co (MC) stake by 2.6% in Q2 2026, buying an estimated $650K and bringing the position to 397,569 shares worth $26M. The position accounts for 0.01% of the portfolio, ranked #1252.

Envestnet Asset Management first reported a position in MC in Q2 2016 and has held it in 38 quarters since. The position peaked at $27.8M in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Envestnet Asset Management held 397,569 shares of Moelis & Co worth $26M as of Q2 2026.
  • Envestnet Asset Management bought 9,910 Moelis & Co shares in Q2 2026, an estimated $650K.
  • Moelis & Co made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1252 holding.
  • Envestnet Asset Management first reported a position in Moelis & Co in Q2 2016 and has held it in 38 quarters since.
  • Envestnet Asset Management's Moelis & Co position peaked at $27.8M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.