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HM Payson & Co’s Moelis & Co MC Stock Holding History

HM Payson & Co’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 		$42K Hold
642
– – ﹤0.01% 743
2026
Q1 		$36.6K Sell
642
-37
-5% -$2.4K ﹤0.01% 748
2025
Q4 		$46.7K Hold
679
– – ﹤0.01% 704
2025
Q3 		$48.4K Buy
679
+37
+6% +$2.64K ﹤0.01% 697
2025
Q2 		$40K Sell
642
-931
-59% -$52.3K ﹤0.01% 683
2025
Q1 		$91.8K Hold
1,573
– – ﹤0.01% 538
2024
Q4 		$116K Hold
1,573
– – ﹤0.01% 515
2024
Q3 		$108K Hold
1,573
– – ﹤0.01% 511
2024
Q2 		$89.4K Sell
1,573
-30
-2% -$1.62K ﹤0.01% 520
2024
Q1 		$91K Buy
1,603
+672
+72% +$36.7K ﹤0.01% 517
2023
Q4 		$52.3K Hold
931
– – ﹤0.01% 589
2023
Q3 		$42K Hold
931
– – ﹤0.01% 611
2023
Q2 		$42.2K Hold
931
– – ﹤0.01% 612
2023
Q1 		$35.8K Buy
+931
New +$40K ﹤0.01% 633
2022
Q4 		– Sell
-931
Closed -$31K – 978
2022
Q3 		$31K Hold
931
– – ﹤0.01% 636
2022
Q2 		$37K Hold
931
– – ﹤0.01% 628
2022
Q1 		$44K Buy
+931
New +$48.4K ﹤0.01% 616
2021
Q4 		– Sell
-1,089
Closed -$67K – 1133
2021
Q3 		$67K Hold
1,089
– – ﹤0.01% 547
2021
Q2 		$62K Buy
+1,089
New +$59.2K ﹤0.01% 552
2020
Q2 		– Sell
-143
Closed -$4K – 900
2020
Q1 		$4K Sell
143
-5,953
-98% -$195K ﹤0.01% 826
2019
Q4 		$195K Sell
6,096
-487
-7% -$15.9K 0.01% 390
2019
Q3 		$217K Buy
6,583
+1,412
+27% +$47.9K 0.01% 373
2019
Q2 		$180K Buy
+5,171
New +$187K 0.01% 413

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

HM Payson & Co's MC Position: Q2 2026 in Review

HM Payson & Co held its Moelis & Co (MC) position steady in Q2 2026 at 642 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

HM Payson & Co first reported a position in MC in Q2 2019 and has held it in 23 quarters since. The position peaked at $217K in Q3 2019. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • HM Payson & Co held 642 shares of Moelis & Co worth $42K as of Q2 2026.
  • HM Payson & Co left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #743 holding.
  • HM Payson & Co first reported a position in Moelis & Co in Q2 2019 and has held it in 23 quarters since.
  • HM Payson & Co's Moelis & Co position peaked at $217K in Q3 2019.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.