Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Moelis & Co MC Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	–	Sell	-7,494	Closed	-$427K	–	1573
2026 Q1	$427K	Buy	+7,494	New	+$487K	﹤0.01%	1260
2025 Q3	–	Sell	-19,000	Closed	-$1.18M	–	1254
2025 Q2	$1.18M	Sell	19,000 -228,000	-92%	-$12.8M	﹤0.01%	760
2025 Q1	$14.4M	Buy	247,000 +79,000	+47%	+$5.57M	0.03%	344
2024 Q4	$12.4M	Buy	168,000 +70,000	+71%	+$5.07M	0.03%	378
2024 Q3	$6.71M	Buy	98,000 +74,800	+322%	+$4.83M	0.02%	445
2024 Q2	$1.32M	Sell	23,200 -9,900	-30%	-$535K	﹤0.01%	701
2024 Q1	$1.88M	Buy	+33,100	New	+$1.81M	0.01%	564
2023 Q4	–	Sell	-375,000	Closed	-$16.9M	–	1117
2023 Q3	$16.9M	Buy	+375,000	New	+$17.6M	0.07%	172

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MC Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 7,494 shares — an estimated $427K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MC in Q3 2023 and held it in 8 quarters. The position peaked at $16.9M in Q3 2023. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 7,494 Moelis & Co shares in Q2 2026, an estimated $427K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Moelis & Co in Q3 2023 and held it in 8 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Moelis & Co position peaked at $16.9M in Q3 2023.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.