HCA
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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
Q2 		$1.53M Sell
23,441
-1,729
-7% -$113K 0.1% 272
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 $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 $3.38T AUM 44.17% 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

Harbor Capital Advisors's MC Position: Q2 2026 in Review

Harbor Capital Advisors reduced its Moelis & Co (MC) stake by 6.9% in Q2 2026, selling an estimated $113K and leaving 23,441 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #272.

Harbor Capital Advisors first reported a position in MC in Q1 2024 and has held it in 10 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Harbor Capital Advisors held 23,441 shares of Moelis & Co worth $1.53M as of Q2 2026.
  • Harbor Capital Advisors sold 1,729 Moelis & Co shares in Q2 2026, an estimated $113K.
  • Moelis & Co made up 0.1% of Harbor Capital Advisors's portfolio in Q2 2026, its #272 holding.
  • Harbor Capital Advisors first reported a position in Moelis & Co in Q1 2024 and has held it in 10 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.