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Hantz Financial Services’s Moelis & Co MC Stock Holding History

Hantz Financial Services’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 		$370K Buy
5,649
+59
+1% +$3.87K 0.01% 848
2026
Q1 		$319K Buy
5,590
+5,174
+1,244% +$336K ﹤0.01% 821
2025
Q4 		$29K Buy
416
+163
+64% +$10.9K ﹤0.01% 1633
2025
Q3 		$18K Buy
253
+163
+181% +$11.6K ﹤0.01% 1607
2025
Q2 		$6K Buy
90
+82
+1,025% +$4.6K ﹤0.01% 1693
2025
Q1 		$0 Buy
+8
New +$564 ﹤0.01% 1870

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

Hantz Financial Services's MC Position: Q2 2026 in Review

Hantz Financial Services increased its Moelis & Co (MC) stake by 1.1% in Q2 2026, buying an estimated $3.87K and bringing the position to 5,649 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #848.

Hantz Financial Services first reported a position in MC in Q1 2025 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Hantz Financial Services held 5,649 shares of Moelis & Co worth $370K as of Q2 2026.
  • Hantz Financial Services bought 59 Moelis & Co shares in Q2 2026, an estimated $3.87K.
  • Moelis & Co made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #848 holding.
  • Hantz Financial Services first reported a position in Moelis & Co in Q1 2025 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.