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
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 $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

Equitable Holdings's MC Position: Q1 2026 in Review

Equitable Holdings held its Moelis & Co (MC) position steady in Q1 2026 at 3,081 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Equitable Holdings first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Equitable Holdings held 3,081 shares of Moelis & Co worth $212K as of Q1 2026.
  • Equitable Holdings left its Moelis & Co share count unchanged in Q1 2026.
  • Moelis & Co made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1584 holding.
  • Equitable Holdings first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
  • Equitable Holdings's Moelis & Co position peaked at $340K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.