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Essential Partners’s Moelis & Co MC Stock Holding History

Essential Partners’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 		$18.6K Sell
285
-86
-23% -$5.64K 0.01% 937
2026
Q1 		$21.1K Sell
371
-1,858
-83% -$121K 0.01% 902
2025
Q4 		$153K Buy
2,229
+18
+0.8% +$1.2K 0.05% 367
2025
Q3 		$158K Hold
2,211
– – 0.05% 361
2025
Q2 		$138K Buy
+2,211
New +$124K 0.06% 320

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

Essential Partners's MC Position: Q2 2026 in Review

Essential Partners reduced its Moelis & Co (MC) stake by 23% in Q2 2026, selling an estimated $5.64K and leaving 285 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #937.

Essential Partners first reported a position in MC in Q2 2025 and has held it in 5 quarters since. The position peaked at $158K in Q3 2025. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Essential Partners held 285 shares of Moelis & Co worth $18.6K as of Q2 2026.
  • Essential Partners sold 86 Moelis & Co shares in Q2 2026, an estimated $5.64K.
  • Moelis & Co made up 0.01% of Essential Partners's portfolio in Q2 2026, its #937 holding.
  • Essential Partners first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Moelis & Co position peaked at $158K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.