HSBC Holdings’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $202K | Sell |
3,088
-45,818
| -94% | -$3M | ﹤0.01% | 2697 |
|
|
2026
Q1 | $2.77M | Buy |
48,906
+29,180
| +148% | +$1.9M | ﹤0.01% | 1393 |
|
|
2025
Q4 | $1.36M | Buy |
19,726
+16,651
| +541% | +$1.11M | ﹤0.01% | 1760 |
|
|
2025
Q3 | $219K | Sell |
3,075
-7,003
| -69% | -$500K | ﹤0.01% | 2454 |
|
|
2025
Q2 | $631K | Sell |
10,078
-26,855
| -73% | -$1.51M | ﹤0.01% | 2030 |
|
|
2025
Q1 | $2.13M | Sell |
36,933
-97,951
| -73% | -$6.91M | ﹤0.01% | 1425 |
|
|
2024
Q4 | $10.1M | Sell |
134,884
-15,699
| -10% | -$1.14M | 0.01% | 931 |
|
|
2024
Q3 | $10.3M | Sell |
150,583
-96,072
| -39% | -$6.2M | 0.01% | 913 |
|
|
2024
Q2 | $14.1M | Buy |
246,655
+71,372
| +41% | +$3.86M | 0.01% | 770 |
|
|
2024
Q1 | $9.95M | Buy |
175,283
+70,787
| +68% | +$3.87M | 0.01% | 882 |
|
|
2023
Q4 | $5.91M | Buy |
104,496
+413
| +0.4% | +$19.4K | 0.01% | 1091 |
|
|
2023
Q3 | $4.71M | Buy |
+104,083
| New | +$4.9M | ﹤0.01% | 1109 |
|
|
2022
Q4 | – | Sell |
-11,907
| Closed | -$408K | – | 3122 |
|
|
2022
Q3 | $408K | Buy |
11,907
+1,876
| +19% | +$78.5K | ﹤0.01% | 2265 |
|
|
2022
Q2 | $399K | Sell |
10,031
-7,858
| -44% | -$343K | ﹤0.01% | 2466 |
|
|
2022
Q1 | $846K | Buy |
17,889
+8,271
| +86% | +$430K | ﹤0.01% | 2064 |
|
|
2021
Q4 | $604K | Sell |
9,618
-722
| -7% | -$48.4K | ﹤0.01% | 2340 |
|
|
2021
Q3 | $642K | Buy |
10,340
+5,521
| +115% | +$331K | ﹤0.01% | 2108 |
|
|
2021
Q2 | $274K | Sell |
4,819
-14,713
| -75% | -$799K | ﹤0.01% | 2578 |
|
|
2021
Q1 | $1.07M | Sell |
19,532
-813
| -4% | -$43.6K | ﹤0.01% | 1558 |
|
|
2020
Q4 | $948K | Buy |
20,345
+10,846
| +114% | +$436K | ﹤0.01% | 1739 |
|
|
2020
Q3 | $335K | Buy |
+9,499
| New | +$300K | ﹤0.01% | 2186 |
|
|
2020
Q1 | – | Sell |
-57,691
| Closed | -$1.85M | – | 2894 |
|
|
2019
Q4 | $1.85M | Sell |
57,691
-16,770
| -23% | -$549K | ﹤0.01% | 1532 |
|
|
2019
Q3 | $2.45M | Buy |
74,461
+57,205
| +332% | +$1.94M | ﹤0.01% | 1500 |
|
|
2019
Q2 | $603K | Sell |
17,256
-53,906
| -76% | -$1.95M | ﹤0.01% | 1980 |
|
|
2019
Q1 | $2.96M | Buy |
71,162
+21,110
| +42% | +$902K | 0.01% | 1331 |
|
|
2018
Q4 | $1.72M | Sell |
50,052
-45,938
| -48% | -$1.95M | ﹤0.01% | 1555 |
|
|
2018
Q3 | $5.26M | Buy |
95,990
+81,297
| +553% | +$4.77M | 0.01% | 1106 |
|
|
2018
Q2 | $861K | Buy |
+14,693
| New | +$844K | ﹤0.01% | 1845 |
|
Other funds holding MC
WA
LCOV
HSBC Holdings's MC Position: Q2 2026 in Review
HSBC Holdings reduced its Moelis & Co (MC) stake by 94% in Q2 2026, selling an estimated $3M and leaving 3,088 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.
HSBC Holdings first reported a position in MC in Q2 2018 and has held it in 28 quarters since. The position peaked at $14.1M in Q2 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- HSBC Holdings held 3,088 shares of Moelis & Co worth $202K as of Q2 2026.
- HSBC Holdings sold 45,818 Moelis & Co shares in Q2 2026, an estimated $3M.
- Moelis & Co made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2697 holding.
- HSBC Holdings first reported a position in Moelis & Co in Q2 2018 and has held it in 28 quarters since.
- HSBC Holdings's Moelis & Co position peaked at $14.1M in Q2 2024.
- 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.