GI
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GAMMA Investing’s Moelis & Co MC Stock Holding History

GAMMA Investing’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 		$97.4K Buy
1,489
+153
+11% +$10K ﹤0.01% 1830
2026
Q1 		$76.2K Sell
1,336
-217
-14% -$14.1K ﹤0.01% 1862
2025
Q4 		$107K Buy
1,553
+43
+3% +$2.87K 0.01% 1529
2025
Q3 		$108K Buy
1,510
+302
+25% +$21.6K 0.01% 1448
2025
Q2 		$75.3K Sell
1,208
-424
-26% -$23.8K ﹤0.01% 1639
2025
Q1 		$95.2K Buy
1,632
+457
+39% +$32.2K 0.01% 1302
2024
Q4 		$86.8K Buy
1,175
+180
+18% +$13K 0.01% 1215
2024
Q3 		$68.2K Buy
995
+534
+116% +$34.5K 0.01% 1271
2024
Q2 		$26.2K Buy
461
+129
+39% +$6.97K ﹤0.01% 1669
2024
Q1 		$18.8K Sell
332
-287
-46% -$15.7K ﹤0.01% 1690
2023
Q4 		$34K Buy
+619
New +$29.1K 0.01% 1147

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing's MC Position: Q2 2026 in Review

GAMMA Investing increased its Moelis & Co (MC) stake by 11% in Q2 2026, buying an estimated $10K and bringing the position to 1,489 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

GAMMA Investing first reported a position in MC in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q3 2025. 76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • GAMMA Investing held 1,489 shares of Moelis & Co worth $97.4K as of Q2 2026.
  • GAMMA Investing bought 153 Moelis & Co shares in Q2 2026, an estimated $10K.
  • Moelis & Co made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1830 holding.
  • GAMMA Investing first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Moelis & Co position peaked at $108K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.