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Hennion & Walsh Asset Management’s Moelis & Co MC Stock Holding History

Hennion & Walsh Asset Management’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 		$1.34M Buy
20,525
+474
+2% +$31.1K 0.04% 491
2026
Q1 		$1.14M Sell
20,051
-851
-4% -$55.3K 0.04% 474
2025
Q4 		$1.44M Sell
20,902
-2,414
-10% -$161K 0.05% 429
2025
Q3 		$1.66M Sell
23,316
-1,090
-4% -$77.8K 0.06% 389
2025
Q2 		$1.52M Sell
24,406
-442
-2% -$24.8K 0.06% 376
2025
Q1 		$1.45M Sell
24,848
-3,033
-11% -$214K 0.06% 363
2024
Q4 		$2.06M Buy
27,881
+626
+2% +$45.3K 0.09% 281
2024
Q3 		$1.87M Sell
27,255
-2,619
-9% -$169K 0.09% 296
2024
Q2 		$1.7M Sell
29,874
-1,824
-6% -$98.6K 0.09% 286
2024
Q1 		$1.8M Sell
31,698
-2,051
-6% -$112K 0.1% 279
2023
Q4 		$1.89M Buy
33,749
+350
+1% +$16.4K 0.11% 247
2023
Q3 		$1.51M Sell
33,399
-786
-2% -$37K 0.1% 263
2023
Q2 		$1.55M Buy
34,185
+4,234
+14% +$169K 0.09% 268
2023
Q1 		$1.15M Buy
29,951
+5,100
+21% +$219K 0.07% 333
2022
Q4 		$954K Buy
24,851
+4,125
+20% +$167K 0.06% 350
2022
Q3 		$701K Buy
20,726
+4,496
+28% +$188K 0.05% 410
2022
Q2 		$639K Buy
16,230
+2,956
+22% +$129K 0.04% 436
2022
Q1 		$623K Buy
13,274
+532
+4% +$27.7K 0.03% 464
2021
Q4 		$797K Sell
12,742
-761
-6% -$51K 0.04% 430
2021
Q3 		$835K Sell
13,503
-621
-4% -$37.2K 0.04% 392
2021
Q2 		$804K Sell
14,124
-1,701
-11% -$92.4K 0.04% 410
2021
Q1 		$868K Buy
+15,825
New +$848K 0.05% 384

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

Hennion & Walsh Asset Management's MC Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Moelis & Co (MC) stake by 2.4% in Q2 2026, buying an estimated $31.1K and bringing the position to 20,525 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #491.

Hennion & Walsh Asset Management first reported a position in MC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Hennion & Walsh Asset Management held 20,525 shares of Moelis & Co worth $1.34M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 474 Moelis & Co shares in Q2 2026, an estimated $31.1K.
  • Moelis & Co made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #491 holding.
  • Hennion & Walsh Asset Management first reported a position in Moelis & Co in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Moelis & Co position peaked at $2.06M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.