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Freestone Grove Partners’s Moelis & Co MC Stock Holding History

Freestone Grove Partners’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 		$27.1M Buy
+415,005
New +$27.2M 0.17% 175
2026
Q1 		– Sell
-345,769
Closed -$23.8M – 1104
2025
Q4 		$23.8M Buy
+345,769
New +$23.1M 0.17% 182

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WA
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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

Freestone Grove Partners's MC Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Moelis & Co (MC) in Q2 2026: 415,005 shares worth $27.1M. The stake represents 0.17% of the portfolio and ranks #175 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in MC as recently as Q4 2025.

Freestone Grove Partners first reported a position in MC in Q4 2025 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Freestone Grove Partners held 415,005 shares of Moelis & Co worth $27.1M as of Q2 2026.
  • Moelis & Co was a new Freestone Grove Partners position in Q2 2026.
  • Moelis & Co made up 0.17% of Freestone Grove Partners's portfolio in Q2 2026, its #175 holding.
  • Freestone Grove Partners first reported a position in Moelis & Co in Q4 2025 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.