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HFM Investment Advisors’s Moelis & Co MC Stock Holding History

HFM Investment 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 		$524 Buy
8
+6
+300% +$393 ﹤0.01% 971
2026
Q1 		$114 Sell
2
-2
-50% -$130 ﹤0.01% 1105
2025
Q4 		$275 Buy
4
+2
+100% +$133 ﹤0.01% 925
2025
Q3 		$143 Buy
2
+1
+100% +$71 ﹤0.01% 1087
2025
Q2 		$62 Buy
+1
New +$56 ﹤0.01% 1202

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

HFM Investment Advisors's MC Position: Q2 2026 in Review

HFM Investment Advisors increased its Moelis & Co (MC) stake by 300% in Q2 2026, buying an estimated $393 and bringing the position to 8 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #971.

HFM Investment Advisors first reported a position in MC in Q2 2025 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Moelis & Co worth $524 as of Q2 2026.
  • HFM Investment Advisors bought 6 Moelis & Co shares in Q2 2026, an estimated $393.
  • Moelis & Co made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #971 holding.
  • HFM Investment Advisors first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.