Impact Capital Partners’s Moelis & Co MC Stock Holding History

Impact Capital Partners’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	$646K	Sell	9,877 -1,877	-16%	-$123K	0.18%	115
2026 Q1	$670K	Buy	11,754 +606	+5%	+$39.4K	0.2%	101
2025 Q4	$766K	Sell	11,148 -852	-7%	-$56.9K	0.23%	91
2025 Q3	$856K	Buy	12,000 +147	+1%	+$10.5K	0.26%	80
2025 Q2	$739K	Sell	11,853 -404	-3%	-$22.7K	0.24%	91
2025 Q1	$715K	Buy	12,257 +1,160	+10%	+$81.8K	0.26%	94
2024 Q4	$820K	Buy	+11,097	New	+$803K	0.29%	82

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Impact Capital Partners's MC Position: Q2 2026 in Review

Impact Capital Partners reduced its Moelis & Co (MC) stake by 16% in Q2 2026, selling an estimated $123K and leaving 9,877 shares worth $646K. The position accounts for 0.18% of the portfolio, ranked #115.

Impact Capital Partners first reported a position in MC in Q4 2024 and has held it in 7 quarters since. The position peaked at $856K in Q3 2025. 67 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Impact Capital Partners held 9,877 shares of Moelis & Co worth $646K as of Q2 2026.
Impact Capital Partners sold 1,877 Moelis & Co shares in Q2 2026, an estimated $123K.
Moelis & Co made up 0.18% of Impact Capital Partners's portfolio in Q2 2026, its #115 holding.
Impact Capital Partners first reported a position in Moelis & Co in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Moelis & Co position peaked at $856K in Q3 2025.
67 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.