HCA
MC icon

Harbor Capital Advisors’s Moelis & Co MC Stock Holding History

Harbor Capital 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
Q1 		$1.44M Buy
25,170
+25,079
+27,559% +$1.63M 0.12% 255
2025
Q4 		$6K Sell
91
-2
-2% -$133 ﹤0.01% 1097
2025
Q3 		$7K Sell
93
-3
-3% -$214 ﹤0.01% 1064
2025
Q2 		$6K Buy
96
+21
+28% +$1.18K ﹤0.01% 1120
2025
Q1 		$4K Sell
75
-18,825
-100% -$1.33M ﹤0.01% 1250
2024
Q4 		$1.4M Sell
18,900
-2,085
-10% -$151K 0.06% 388
2024
Q3 		$1.44M Buy
20,985
+2,826
+16% +$182K 0.06% 387
2024
Q2 		$1.03M Buy
18,159
+39
+0.2% +$2.11K 0.08% 346
2024
Q1 		$1.03M Buy
+18,120
New +$990K 0.13% 204

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbor Capital Advisors's MC Position: Q1 2026 in Review

Harbor Capital Advisors increased its Moelis & Co (MC) stake by 27,559% in Q1 2026, buying an estimated $1.63M and bringing the position to 25,170 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #255.

Harbor Capital Advisors first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Harbor Capital Advisors held 25,170 shares of Moelis & Co worth $1.44M as of Q1 2026.
  • Harbor Capital Advisors bought 25,079 Moelis & Co shares in Q1 2026, an estimated $1.63M.
  • Moelis & Co made up 0.12% of Harbor Capital Advisors's portfolio in Q1 2026, its #255 holding.
  • Harbor Capital Advisors first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
  • Harbor Capital Advisors's Moelis & Co position peaked at $1.44M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.