Fred Alger Management’s Moelis & Co MC Stock Holding History

Fred Alger Management’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	$1.86M	Sell	32,634 -315	-1%	-$20.5K	0.01%	322
2025 Q4	$2.26M	Sell	32,949 -20	-0.1%	-$1.33K	0.01%	305
2025 Q3	$2.35M	Buy	32,969 +68	+0.2%	+$4.86K	0.01%	310
2025 Q2	$2.05M	Sell	32,901 -33,501	-50%	-$1.88M	0.01%	312
2025 Q1	$3.88M	Sell	66,402 -155,525	-70%	-$11M	0.02%	250
2024 Q4	$16.4M	Buy	+221,927	New	+$16.1M	0.08%	151
2020 Q3	–	Sell	-48,589	Closed	-$1.51M	–	506
2020 Q2	$1.51M	Buy	48,589 +5,490	+13%	+$172K	0.01%	324
2020 Q1	$1.21M	Buy	+43,099	New	+$1.41M	0.01%	302

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fred Alger Management's MC Position: Q1 2026 in Review

Fred Alger Management reduced its Moelis & Co (MC) stake by 0.96% in Q1 2026, selling an estimated $20.5K and leaving 32,634 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #322.

Fred Alger Management first reported a position in MC in Q1 2020 and has held it in 8 quarters since. The position peaked at $16.4M in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Fred Alger Management held 32,634 shares of Moelis & Co worth $1.86M as of Q1 2026.
Fred Alger Management sold 315 Moelis & Co shares in Q1 2026, an estimated $20.5K.
Moelis & Co made up 0.01% of Fred Alger Management's portfolio in Q1 2026, its #322 holding.
Fred Alger Management first reported a position in Moelis & Co in Q1 2020 and has held it in 8 quarters since.
Fred Alger Management's Moelis & Co position peaked at $16.4M in Q4 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.