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Financial Management Professionals’s Moelis & Co MC Stock Holding History

Financial Management Professionals’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 		$916 Hold
14
– – ﹤0.01% 879
2026
Q1 		$798 Hold
14
– – ﹤0.01% 832
2025
Q4 		$962 Hold
14
– – ﹤0.01% 798
2025
Q3 		$998 Hold
14
– – ﹤0.01% 778
2025
Q2 		$872 Hold
14
– – ﹤0.01% 842
2025
Q1 		$817 Buy
+14
New +$987 ﹤0.01% 832

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

Financial Management Professionals's MC Position: Q2 2026 in Review

Financial Management Professionals held its Moelis & Co (MC) position steady in Q2 2026 at 14 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Financial Management Professionals first reported a position in MC in Q1 2025 and has held it in 6 quarters since. The position peaked at $998 in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Financial Management Professionals held 14 shares of Moelis & Co worth $916 as of Q2 2026.
  • Financial Management Professionals left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #879 holding.
  • Financial Management Professionals first reported a position in Moelis & Co in Q1 2025 and has held it in 6 quarters since.
  • Financial Management Professionals's Moelis & Co position peaked at $998 in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.