Harbor Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $968K | Hold |
14,800
| – | – | 0.12% | 82 |
|
|
2026
Q1 | $844K | Hold |
14,800
| – | – | 0.12% | 90 |
|
|
2025
Q4 | $1.02M | Hold |
14,800
| – | – | 0.15% | 75 |
|
|
2025
Q3 | $1.06M | Hold |
14,800
| – | – | 0.16% | 72 |
|
|
2025
Q2 | $922K | Hold |
14,800
| – | – | 0.15% | 78 |
|
|
2025
Q1 | $864K | Hold |
14,800
| – | – | 0.15% | 77 |
|
|
2024
Q4 | $1.09M | Hold |
14,800
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $1.01M | Hold |
14,800
| – | – | 0.17% | 69 |
|
|
2024
Q2 | $842K | Hold |
14,800
| – | – | 0.15% | 75 |
|
|
2024
Q1 | $840K | Hold |
14,800
| – | – | 0.15% | 80 |
|
|
2023
Q4 | $831K | Hold |
14,800
| – | – | 0.16% | 76 |
|
|
2023
Q3 | $668K | Hold |
14,800
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $671K | Hold |
14,800
| – | – | 0.14% | 74 |
|
|
2023
Q1 | $569K | Hold |
14,800
| – | – | 0.13% | 79 |
|
|
2022
Q4 | $568K | Hold |
14,800
| – | – | 0.14% | 79 |
|
|
2022
Q3 | $500K | Hold |
14,800
| – | – | 0.13% | 84 |
|
|
2022
Q2 | $582K | Hold |
14,800
| – | – | 0.14% | 76 |
|
|
2022
Q1 | $695K | Hold |
14,800
| – | – | 0.14% | 76 |
|
|
2021
Q4 | $925K | Hold |
14,800
| – | – | 0.17% | 66 |
|
|
2021
Q3 | $916K | Hold |
14,800
| – | – | 0.18% | 64 |
|
|
2021
Q2 | $842K | Hold |
14,800
| – | – | 0.17% | 66 |
|
|
2021
Q1 | $812K | Hold |
14,800
| – | – | 0.18% | 67 |
|
|
2020
Q4 | $692K | Hold |
14,800
| – | – | 0.16% | 72 |
|
|
2020
Q3 | $520K | Hold |
14,800
| – | – | 0.12% | 74 |
|
|
2020
Q2 | $461K | Hold |
14,800
| – | – | 0.12% | 78 |
|
|
2020
Q1 | $416K | Hold |
14,800
| – | – | 0.13% | 70 |
|
|
2019
Q4 | $472K | Hold |
14,800
| – | – | 0.13% | 94 |
|
|
2019
Q3 | $486K | Hold |
14,800
| – | – | 0.14% | 94 |
|
|
2019
Q2 | $517K | Hold |
14,800
| – | – | 0.15% | 89 |
|
|
2019
Q1 | $616K | Hold |
14,800
| – | – | 0.2% | 75 |
|
|
2018
Q4 | $509K | Hold |
14,800
| – | – | 0.2% | 78 |
|
|
2018
Q3 | $811K | Buy |
14,800
+3,000
| +25% | +$176K | 0.25% | 61 |
|
|
2018
Q2 | $692K | Hold |
11,800
| – | – | 0.22% | 69 |
|
|
2018
Q1 | $600K | Hold |
11,800
| – | – | 0.2% | 74 |
|
|
2017
Q4 | $572K | Buy |
11,800
+5,700
| +93% | +$257K | 0.19% | 73 |
|
|
2017
Q3 | $263K | Buy |
+6,100
| New | +$244K | 0.1% | 125 |
|
Other funds holding MC
WA
LCOV
Harbor Advisors's MC Position: Q2 2026 in Review
Harbor Advisors held its Moelis & Co (MC) position steady in Q2 2026 at 14,800 shares worth $968K. The position accounts for 0.12% of the portfolio, ranked #82.
Harbor Advisors first reported a position in MC in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.09M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- Harbor Advisors held 14,800 shares of Moelis & Co worth $968K as of Q2 2026.
- Harbor Advisors left its Moelis & Co share count unchanged in Q2 2026.
- Moelis & Co made up 0.12% of Harbor Advisors's portfolio in Q2 2026, its #82 holding.
- Harbor Advisors first reported a position in Moelis & Co in Q3 2017 and has held it in 36 quarters since.
- Harbor Advisors's Moelis & Co position peaked at $1.09M in Q4 2024.
- 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on Harbor Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.