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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
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 $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

IEQ Capital's MC Position: Q1 2026 in Review

IEQ Capital increased its Moelis & Co (MC) stake by 592% in Q1 2026, buying an estimated $2M and bringing the position to 35,886 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #761.

IEQ Capital first reported a position in MC in Q1 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • IEQ Capital held 35,886 shares of Moelis & Co worth $2.05M as of Q1 2026.
  • IEQ Capital bought 30,697 Moelis & Co shares in Q1 2026, an estimated $2M.
  • Moelis & Co made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #761 holding.
  • IEQ Capital first reported a position in Moelis & Co in Q1 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.