Handelsbanken Fonder’s Moelis & Co MC Stock Holding History

Handelsbanken Fonder’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	$1.7M	Hold	26,051	–	–	﹤0.01%	882
2026 Q1	$1.49M	Buy	26,051 +8,800	+51%	+$572K	﹤0.01%	861
2025 Q4	$1.19M	Buy	17,251 +1,300	+8%	+$86.8K	﹤0.01%	960
2025 Q3	$1.14M	Hold	15,951	–	–	﹤0.01%	955
2025 Q2	$994K	Hold	15,951	–	–	﹤0.01%	964
2025 Q1	$931K	Hold	15,951	–	–	﹤0.01%	963
2024 Q4	$1.18M	Buy	15,951 +4,200	+36%	+$304K	﹤0.01%	896
2024 Q3	$805K	Hold	11,751	–	–	﹤0.01%	1030
2024 Q2	$668K	Hold	11,751	–	–	﹤0.01%	1026
2024 Q1	$667K	Hold	11,751	–	–	﹤0.01%	1027
2023 Q4	$660K	Hold	11,751	–	–	﹤0.01%	986
2023 Q3	$530K	Hold	11,751	–	–	﹤0.01%	1024
2023 Q2	$533K	Hold	11,751	–	–	﹤0.01%	1033
2023 Q1	$452K	Hold	11,751	–	–	﹤0.01%	1044
2022 Q4	$451K	Hold	11,751	–	–	﹤0.01%	1013
2022 Q3	$397K	Hold	11,751	–	–	﹤0.01%	1096
2022 Q2	$462K	Hold	11,751	–	–	﹤0.01%	1071
2022 Q1	$552K	Hold	11,751	–	–	﹤0.01%	1131
2021 Q4	$735K	Hold	11,751	–	–	﹤0.01%	1088
2021 Q3	$727K	Hold	11,751	–	–	﹤0.01%	1093
2021 Q2	$669K	Buy	11,751 +1,200	+11%	+$65.2K	﹤0.01%	1167
2021 Q1	$579K	Hold	10,551	–	–	﹤0.01%	1121
2020 Q4	$493K	Buy	10,551 +3,700	+54%	+$149K	﹤0.01%	1168
2020 Q3	$241K	Hold	6,851	–	–	﹤0.01%	1337
2020 Q2	$213K	Buy	+6,851	New	+$215K	﹤0.01%	1362

Other funds holding MC

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Handelsbanken Fonder's MC Position: Q2 2026 in Review

Handelsbanken Fonder held its Moelis & Co (MC) position steady in Q2 2026 at 26,051 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Handelsbanken Fonder first reported a position in MC in Q2 2020 and has held it in 25 quarters since. 129 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Handelsbanken Fonder held 26,051 shares of Moelis & Co worth $1.7M as of Q2 2026.
Handelsbanken Fonder left its Moelis & Co share count unchanged in Q2 2026.
Moelis & Co made up ﹤0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #882 holding.
Handelsbanken Fonder first reported a position in Moelis & Co in Q2 2020 and has held it in 25 quarters since.
129 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.