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Heritage Family Offices’s Moelis & Co MC Stock Holding History

Heritage Family Offices’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
-3,637
Closed -$207K – 248
2026
Q1 		$207K Sell
3,637
-1,154
-24% -$75K 0.09% 186
2025
Q4 		$329K Sell
4,791
-655
-12% -$43.7K 0.15% 128
2025
Q3 		$388K Buy
5,446
+506
+10% +$36.1K 0.18% 110
2025
Q2 		$286K Hold
4,940
– – 0.14% 129
2025
Q1 		$288K Buy
4,940
+476
+11% +$33.6K 0.15% 127
2024
Q4 		$330K Buy
4,464
+213
+5% +$15.4K 0.16% 118
2024
Q3 		$291K Sell
4,251
-19
-0.4% -$1.23K 0.15% 134
2024
Q2 		$243K Buy
+4,270
New +$231K 0.13% 144

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 $3.37T AUM 44.26% 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

Heritage Family Offices's MC Position: Q2 2026 in Review

Heritage Family Offices sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 3,637 shares — an estimated $207K sold.

Heritage Family Offices first reported a position in MC in Q2 2024 and held it in 8 quarters. The position peaked at $388K in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Heritage Family Offices reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 3,637 Moelis & Co shares in Q2 2026, an estimated $207K.
  • Heritage Family Offices first reported a position in Moelis & Co in Q2 2024 and held it in 8 quarters.
  • Heritage Family Offices's Moelis & Co position peaked at $388K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.