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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
Q2 		$2.1M Sell
32,127
-507
-2% -$33.2K 0.01% 313
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
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

Fred Alger Management's MC Position: Q2 2026 in Review

Fred Alger Management reduced its Moelis & Co (MC) stake by 1.6% in Q2 2026, selling an estimated $33.2K and leaving 32,127 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #313.

Fred Alger Management first reported a position in MC in Q1 2020 and has held it in 9 quarters since. The position peaked at $16.4M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Fred Alger Management held 32,127 shares of Moelis & Co worth $2.1M as of Q2 2026.
  • Fred Alger Management sold 507 Moelis & Co shares in Q2 2026, an estimated $33.2K.
  • Moelis & Co made up 0.01% of Fred Alger Management's portfolio in Q2 2026, its #313 holding.
  • Fred Alger Management first reported a position in Moelis & Co in Q1 2020 and has held it in 9 quarters since.
  • Fred Alger Management's Moelis & Co position peaked at $16.4M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Fred Alger Management's 13F filing for Q2 2026, filed 14 Aug 2026.