GHP Investment Advisors’s Moelis & Co MC Stock Holding History

GHP Investment Advisors’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	$131	Hold	2	–	–	﹤0.01%	1239
2026 Q1	$114	Buy	+2	New	+$130	﹤0.01%	1287

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GHP Investment Advisors's MC Position: Q2 2026 in Review

GHP Investment Advisors held its Moelis & Co (MC) position steady in Q2 2026 at 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

GHP Investment Advisors first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

GHP Investment Advisors held 2 shares of Moelis & Co worth $131 as of Q2 2026.
GHP Investment Advisors left its Moelis & Co share count unchanged in Q2 2026.
Moelis & Co made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1239 holding.
GHP Investment Advisors first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.