EWA
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EverSource Wealth Advisors’s Moelis & Co MC Stock Holding History

EverSource Wealth Advisors’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 		$59.4K Sell
908
-275
-23% -$18K ﹤0.01% 1662
2026
Q1 		$67.4K Buy
1,183
+363
+44% +$23.6K ﹤0.01% 1677
2025
Q4 		$56.4K Buy
820
+112
+16% +$7.47K ﹤0.01% 1666
2025
Q3 		$50.5K Buy
708
+111
+19% +$7.92K ﹤0.01% 1705
2025
Q2 		$37.2K Buy
597
+282
+90% +$15.8K ﹤0.01% 1813
2025
Q1 		$18.4K Buy
315
+125
+66% +$8.81K ﹤0.01% 1734
2024
Q4 		$14K Buy
190
+67
+54% +$4.85K ﹤0.01% 1825
2024
Q3 		$8.43K Buy
123
+25
+26% +$1.61K ﹤0.01% 1963
2024
Q2 		$6.66K Buy
98
+14
+17% +$757 ﹤0.01% 2084
2024
Q1 		$4.12K Buy
84
+25
+42% +$1.36K ﹤0.01% 2137
2023
Q4 		$3.31K Buy
59
+44
+293% +$2.07K ﹤0.01% 2017
2023
Q3 		$677 Sell
15
-4
-21% -$188 ﹤0.01% 2329
2023
Q2 		$861 Sell
19
-797
-98% -$31.8K ﹤0.01% 2266
2023
Q1 		$31.4K Sell
816
-228
-22% -$9.79K ﹤0.01% 945
2022
Q4 		$40.1K Sell
1,044
-1,165
-53% -$47.3K 0.01% 840
2022
Q3 		$75K Sell
2,209
-106
-5% -$4.44K 0.02% 517
2022
Q2 		$91K Buy
+2,315
New +$101K 0.02% 399

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

EverSource Wealth Advisors's MC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Moelis & Co (MC) stake by 23% in Q2 2026, selling an estimated $18K and leaving 908 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

EverSource Wealth Advisors first reported a position in MC in Q2 2022 and has held it in 17 quarters since. The position peaked at $91K in Q2 2022. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • EverSource Wealth Advisors held 908 shares of Moelis & Co worth $59.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 275 Moelis & Co shares in Q2 2026, an estimated $18K.
  • Moelis & Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1662 holding.
  • EverSource Wealth Advisors first reported a position in Moelis & Co in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Moelis & Co position peaked at $91K in Q2 2022.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.