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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
Q3 		$161K Buy
2,799
+1,310
+88% +$86.1K 0.01% 1498
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

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

GAMMA Investing's MC Position: Q3 2026 in Review

GAMMA Investing increased its Moelis & Co (MC) stake by 88% in Q3 2026, buying an estimated $86.1K and bringing the position to 2,799 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #1498.

GAMMA Investing first reported a position in MC in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • GAMMA Investing held 2,799 shares of Moelis & Co worth $161K as of Q3 2026.
  • GAMMA Investing bought 1,310 Moelis & Co shares in Q3 2026, an estimated $86.1K.
  • Moelis & Co made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1498 holding.
  • GAMMA Investing first reported a position in Moelis & Co in Q4 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.