EH
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Equitable Holdings’s Moelis & Co MC Stock Holding History

Equitable Holdings’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 		– Sell
-3,081
Closed -$212K – 1860
2026
Q1 		$212K Hold
3,081
– – ﹤0.01% 1584
2025
Q4 		$212K Sell
3,081
-499
-14% -$33.3K ﹤0.01% 1480
2025
Q3 		$255K Sell
3,580
-500
-12% -$35.7K ﹤0.01% 1341
2025
Q2 		$254K Sell
4,080
-654
-14% -$36.7K ﹤0.01% 1263
2025
Q1 		$276K Buy
4,734
+134
+3% +$9.45K ﹤0.01% 1128
2024
Q4 		$340K Hold
4,600
– – ﹤0.01% 1001
2024
Q3 		$315K Hold
4,600
– – ﹤0.01% 1023
2024
Q2 		$262K Hold
4,600
– – ﹤0.01% 1033
2024
Q1 		$261K Buy
+4,600
New +$251K ﹤0.01% 1002

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

Equitable Holdings's MC Position: Q2 2026 in Review

Equitable Holdings sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 3,081 shares — an estimated $212K sold.

Equitable Holdings first reported a position in MC in Q1 2024 and held it in 9 quarters. The position peaked at $340K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Equitable Holdings reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Equitable Holdings sold 3,081 Moelis & Co shares in Q2 2026, an estimated $212K.
  • Equitable Holdings first reported a position in Moelis & Co in Q1 2024 and held it in 9 quarters.
  • Equitable Holdings's Moelis & Co position peaked at $340K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.