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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
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 $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

HFM Investment Advisors's MC Position: Q1 2026 in Review

HFM Investment Advisors reduced its Moelis & Co (MC) stake by 50% in Q1 2026, selling an estimated $130 and leaving 2 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

HFM Investment Advisors first reported a position in MC in Q2 2025 and has held it in 4 quarters since. The position peaked at $275 in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • HFM Investment Advisors held 2 shares of Moelis & Co worth $114 as of Q1 2026.
  • HFM Investment Advisors sold 2 Moelis & Co shares in Q1 2026, an estimated $130.
  • Moelis & Co made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1105 holding.
  • HFM Investment Advisors first reported a position in Moelis & Co in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Moelis & Co position peaked at $275 in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.