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Harbour Investments’s Moelis & Co MC Stock Holding History

Harbour Investments’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 		– Sell
-3
Closed -$206 – 4741
2025
Q4 		$206 Buy
+3
New +$200 ﹤0.01% 3677
2021
Q4 		– Sell
-3
Closed – – 3260
2021
Q3 		$0 Hold
3
– – ﹤0.01% 3880
2021
Q2 		$0 Hold
3
– – ﹤0.01% 3879
2021
Q1 		$0 Buy
+3
New +$161 ﹤0.01% 3670

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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

Harbour Investments's MC Position: Q1 2026 in Review

Harbour Investments sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3 shares — an estimated $206 sold.

Harbour Investments first reported a position in MC in Q1 2021 and held it in 4 quarters. The position peaked at $206 in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Harbour Investments reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 3 Moelis & Co shares in Q1 2026, an estimated $206.
  • Harbour Investments first reported a position in Moelis & Co in Q1 2021 and held it in 4 quarters.
  • Harbour Investments's Moelis & Co position peaked at $206 in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.