Envestnet Portfolio Solutions’s Moelis & Co MC Stock Holding History

Envestnet Portfolio Solutions’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	$220K	Buy	+3,369	New	+$221K	﹤0.01%	1331
2026 Q1	–	Sell	-4,455	Closed	-$306K	–	1421
2025 Q4	$306K	Sell	4,455 -83	-2%	-$5.54K	﹤0.01%	1270
2025 Q3	$324K	Sell	4,538 -351	-7%	-$25.1K	﹤0.01%	1205
2025 Q2	$305K	Sell	4,889 -368	-7%	-$20.7K	﹤0.01%	1324
2025 Q1	$307K	Sell	5,257 -3,147	-37%	-$222K	﹤0.01%	1281
2024 Q4	$621K	Buy	8,404 +31	+0.4%	+$2.24K	﹤0.01%	1127
2024 Q3	$574K	Buy	8,373 +3,892	+87%	+$251K	﹤0.01%	1125
2024 Q2	$255K	Sell	4,481 -4	-0.1%	-$216	﹤0.01%	1466
2024 Q1	$255K	Sell	4,485 -49	-1%	-$2.68K	﹤0.01%	1440
2023 Q4	$255K	Sell	4,534 -162	-3%	-$7.61K	﹤0.01%	1379
2023 Q3	$212K	Buy	+4,696	New	+$221K	﹤0.01%	1411

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

Envestnet Portfolio Solutions's MC Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Moelis & Co (MC) in Q2 2026: 3,369 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in MC as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in MC in Q3 2023 and has held it in 11 quarters since. The position peaked at $621K in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Envestnet Portfolio Solutions held 3,369 shares of Moelis & Co worth $220K as of Q2 2026.
Moelis & Co was a new Envestnet Portfolio Solutions position in Q2 2026.
Moelis & Co made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1331 holding.
Envestnet Portfolio Solutions first reported a position in Moelis & Co in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Moelis & Co position peaked at $621K in Q4 2024.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.