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Flagship Harbor Advisors’s Moelis & Co MC Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-5
Closed -$347 – 1585
2025
Q4 		$347 Buy
+5
New +$334 ﹤0.01% 2099
2020
Q4 		– Sell
-3
Closed – – 1233
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2075
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2100
2020
Q1 		$0 Sell
3
-63
-95% -$2.07K ﹤0.01% 1916
2019
Q4 		$2K Buy
66
+2
+3% +$65 ﹤0.01% 1726
2019
Q3 		$2K Buy
64
+1
+2% +$34 ﹤0.01% 1684
2019
Q2 		$2K Buy
63
+1
+2% +$36 ﹤0.01% 1691
2019
Q1 		$2K Buy
62
+2
+3% +$85 ﹤0.01% 1681
2018
Q4 		$2K Sell
60
-5
-8% -$212 ﹤0.01% 1648
2018
Q3 		$4K Buy
65
+3
+5% +$176 ﹤0.01% 1757
2018
Q2 		$3K Buy
+62
New +$3.56K ﹤0.01% 1775

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Flagship Harbor Advisors's MC Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 5 shares — an estimated $347 sold.

Flagship Harbor Advisors first reported a position in MC in Q2 2018 and held it in 11 quarters. The position peaked at $4K in Q3 2018. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 5 Moelis & Co shares in Q1 2026, an estimated $347.
  • Flagship Harbor Advisors first reported a position in Moelis & Co in Q2 2018 and held it in 11 quarters.
  • Flagship Harbor Advisors's Moelis & Co position peaked at $4K in Q3 2018.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.