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Evoke Wealth’s Moelis & Co MC Stock Holding History

Evoke Wealth’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
-3,668
Closed -$209K – 380
2026
Q1 		$209K Buy
3,668
+596
+19% +$38.7K ﹤0.01% 658
2025
Q4 		$211K Buy
3,072
+52
+2% +$3.47K ﹤0.01% 619
2025
Q3 		$215K Buy
+3,020
New +$216K ﹤0.01% 589
2022
Q4 		– Sell
-1,650
Closed -$56K – 819
2022
Q3 		$56K Hold
1,650
– – ﹤0.01% 502
2022
Q2 		$65K Hold
1,650
– – ﹤0.01% 470
2022
Q1 		$77K Hold
1,650
– – ﹤0.01% 465
2021
Q4 		$103K Hold
1,650
– – ﹤0.01% 443
2021
Q3 		$102K Hold
1,650
– – ﹤0.01% 423
2021
Q2 		$94K Hold
1,650
– – ﹤0.01% 450
2021
Q1 		$91K Hold
1,650
– – ﹤0.01% 384
2020
Q4 		$77K Hold
1,650
– – 0.01% 322
2020
Q3 		$58K Buy
+1,650
New +$52.2K ﹤0.01% 339

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

Evoke Wealth's MC Position: Q2 2026 in Review

Evoke Wealth sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 3,668 shares — an estimated $209K sold.

Evoke Wealth first reported a position in MC in Q3 2020 and held it in 12 quarters. The position peaked at $215K in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Evoke Wealth reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,668 Moelis & Co shares in Q2 2026, an estimated $209K.
  • Evoke Wealth first reported a position in Moelis & Co in Q3 2020 and held it in 12 quarters.
  • Evoke Wealth's Moelis & Co position peaked at $215K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.