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Greenwood Capital Associates’s Moelis & Co MC Stock Holding History

Greenwood Capital Associates’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 		$475K Sell
7,266
-636
-8% -$41.7K 0.05% 224
2026
Q1 		$450K Sell
7,902
-13,500
-63% -$878K 0.05% 222
2025
Q4 		$1.47M Buy
21,402
+284
+1% +$19K 0.16% 122
2025
Q3 		$1.51M Sell
21,118
-927
-4% -$66.2K 0.17% 114
2025
Q2 		$1.37M Buy
22,045
+1,583
+8% +$88.8K 0.17% 115
2025
Q1 		$1.19M Buy
+20,462
New +$1.44M 0.16% 119

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

Greenwood Capital Associates's MC Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Moelis & Co (MC) stake by 8% in Q2 2026, selling an estimated $41.7K and leaving 7,266 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #224.

Greenwood Capital Associates first reported a position in MC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Greenwood Capital Associates held 7,266 shares of Moelis & Co worth $475K as of Q2 2026.
  • Greenwood Capital Associates sold 636 Moelis & Co shares in Q2 2026, an estimated $41.7K.
  • Moelis & Co made up 0.05% of Greenwood Capital Associates's portfolio in Q2 2026, its #224 holding.
  • Greenwood Capital Associates first reported a position in Moelis & Co in Q1 2025 and has held it in 6 quarters since.
  • Greenwood Capital Associates's Moelis & Co position peaked at $1.51M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.