IFP Advisors’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 | $73.1K | Buy |
1,118
+9
| +0.8% | +$590 | ﹤0.01% | 2174 |
|
|
2026
Q1 | $63.2K | Buy |
1,109
+33
| +3% | +$2.15K | ﹤0.01% | 2122 |
|
|
2025
Q4 | $74K | Sell |
1,076
-15
| -1% | -$1K | ﹤0.01% | 1973 |
|
|
2025
Q3 | $77.8K | Buy |
1,091
+62
| +6% | +$4.43K | ﹤0.01% | 1847 |
|
|
2025
Q2 | $76.2K | Sell |
1,029
-37
| -3% | -$2.08K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $62.2K | Sell |
1,066
-18
| -2% | -$1.27K | ﹤0.01% | 1784 |
|
|
2024
Q4 | $80.1K | Buy |
1,084
+21
| +2% | +$1.52K | ﹤0.01% | 1582 |
|
|
2024
Q3 | $72.8K | Buy |
1,063
+984
| +1,246% | +$63.5K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $4.49K | Hold |
79
| – | – | ﹤0.01% | 2600 |
|
|
2024
Q1 | $4.49K | Sell |
79
-79
| -50% | -$4.31K | ﹤0.01% | 2486 |
|
|
2023
Q4 | $8.88K | Sell |
158
-27
| -15% | -$1.27K | ﹤0.01% | 2233 |
|
|
2023
Q3 | $8.36K | Buy |
185
+1
| +0.5% | +$47 | ﹤0.01% | 2325 |
|
|
2023
Q2 | $8.33K | Buy |
184
+2
| +1% | +$80 | ﹤0.01% | 2359 |
|
|
2023
Q1 | $10.9K | Buy |
182
+1
| +0.6% | +$43 | ﹤0.01% | 2247 |
|
|
2022
Q4 | $11K | Sell |
181
-20
| -10% | -$812 | ﹤0.01% | 3325 |
|
|
2022
Q3 | $13K | Buy |
201
+1
| +0.5% | +$42 | ﹤0.01% | 3454 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 3200 |
|
|
2022
Q1 | $13K | Buy |
200
+55
| +38% | +$2.86K | ﹤0.01% | 3200 |
|
|
2021
Q4 | $9K | Sell |
145
-96
| -40% | -$6.43K | ﹤0.01% | 2275 |
|
|
2021
Q3 | $15K | Buy |
241
+1
| +0.4% | +$60 | ﹤0.01% | 2113 |
|
|
2021
Q2 | $14K | Buy |
240
+104
| +76% | +$5.65K | ﹤0.01% | 2084 |
|
|
2021
Q1 | $8K | Sell |
136
-1,878
| -93% | -$101K | ﹤0.01% | 2231 |
|
|
2020
Q4 | $93K | Sell |
2,014
-36
| -2% | -$1.45K | ﹤0.01% | 1169 |
|
|
2020
Q3 | $72K | Buy |
2,050
+1
| +0% | +$32 | ﹤0.01% | 1142 |
|
|
2020
Q2 | $63K | Sell |
2,049
-43
| -2% | -$1.35K | 0.01% | 1116 |
|
|
2020
Q1 | $67K | Buy |
2,092
+314
| +18% | +$10.3K | 0.01% | 995 |
|
|
2019
Q4 | $58K | Buy |
1,778
+102
| +6% | +$3.34K | ﹤0.01% | 1195 |
|
|
2019
Q3 | $55K | Buy |
+1,676
| New | +$56.8K | ﹤0.01% | 1326 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$3K | – | 2975 |
|
|
2018
Q4 | $3K | Sell |
85
-325
| -79% | -$13.8K | ﹤0.01% | 3042 |
|
|
2018
Q3 | $22K | Hold |
410
| – | – | ﹤0.01% | 2410 |
|
|
2018
Q2 | $24K | Sell |
410
-110
| -21% | -$6.32K | ﹤0.01% | 2358 |
|
|
2018
Q1 | $25K | Hold |
520
| – | – | ﹤0.01% | 2244 |
|
|
2017
Q4 | $25K | Buy |
+520
| New | +$23.5K | ﹤0.01% | 2273 |
|
|
2017
Q3 | – | Sell |
-180
| Closed | -$7K | – | 4148 |
|
|
2017
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 3230 |
|
|
2017
Q1 | $7K | Buy |
+180
| New | +$6.52K | ﹤0.01% | 3132 |
|
Other funds holding MC
WA
LCOV
IFP Advisors's MC Position: Q2 2026 in Review
IFP Advisors increased its Moelis & Co (MC) stake by 0.81% in Q2 2026, buying an estimated $590 and bringing the position to 1,118 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.
IFP Advisors first reported a position in MC in Q1 2017 and has held it in 35 quarters since. The position peaked at $93K in Q4 2020. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- IFP Advisors held 1,118 shares of Moelis & Co worth $73.1K as of Q2 2026.
- IFP Advisors bought 9 Moelis & Co shares in Q2 2026, an estimated $590.
- Moelis & Co made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2174 holding.
- IFP Advisors first reported a position in Moelis & Co in Q1 2017 and has held it in 35 quarters since.
- IFP Advisors's Moelis & Co position peaked at $93K in Q4 2020.
- 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.