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IEQ Capital’s Moelis & Co MC Stock Holding History

IEQ Capital’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 		$1.8M Sell
27,541
-8,345
-23% -$547K 0.01% 847
2026
Q1 		$2.05M Buy
35,886
+30,697
+592% +$2M 0.01% 761
2025
Q4 		$357K Buy
+5,189
New +$346K ﹤0.01% 1470
2025
Q3 		– Sell
-23,347
Closed -$1.45M – 1988
2025
Q2 		$1.45M Buy
23,347
+6,640
+40% +$373K 0.01% 740
2025
Q1 		$975K Buy
+16,707
New +$1.18M 0.01% 769

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

IEQ Capital's MC Position: Q2 2026 in Review

IEQ Capital reduced its Moelis & Co (MC) stake by 23% in Q2 2026, selling an estimated $547K and leaving 27,541 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #847.

IEQ Capital first reported a position in MC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q1 2026. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • IEQ Capital held 27,541 shares of Moelis & Co worth $1.8M as of Q2 2026.
  • IEQ Capital sold 8,345 Moelis & Co shares in Q2 2026, an estimated $547K.
  • Moelis & Co made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #847 holding.
  • IEQ Capital first reported a position in Moelis & Co in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's Moelis & Co position peaked at $2.05M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.