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Fort Washington Investment Advisors’s Moelis & Co MC Stock Holding History

Fort Washington Investment 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 		$27M Buy
412,153
+31,433
+8% +$2.06M 0.14% 189
2026
Q1 		$21.7M Buy
+380,720
New +$24.7M 0.12% 193

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

Fort Washington Investment Advisors's MC Position: Q2 2026 in Review

Fort Washington Investment Advisors increased its Moelis & Co (MC) stake by 8.3% in Q2 2026, buying an estimated $2.06M and bringing the position to 412,153 shares worth $27M. The position accounts for 0.14% of the portfolio, ranked #189.

Fort Washington Investment Advisors first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Fort Washington Investment Advisors held 412,153 shares of Moelis & Co worth $27M as of Q2 2026.
  • Fort Washington Investment Advisors bought 31,433 Moelis & Co shares in Q2 2026, an estimated $2.06M.
  • Moelis & Co made up 0.14% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Fort Washington Investment Advisors first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.