InceptionR’s Moelis & Co MC Stock Holding History

InceptionR’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	–	Sell	-8,348	Closed	-$476K	–	815
2026 Q1	$476K	Buy	+8,348	New	+$543K	0.11%	323
2025 Q2	–	Sell	-7,568	Closed	-$442K	–	773
2025 Q1	$442K	Buy	+7,568	New	+$534K	0.13%	302
2024 Q3	–	Sell	-8,112	Closed	-$461K	–	784
2024 Q2	$461K	Buy	8,112 +1,551	+24%	+$83.8K	0.13%	301
2024 Q1	$372K	Buy	+6,561	New	+$358K	0.1%	367

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

InceptionR's MC Position: Q2 2026 in Review

InceptionR sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 8,348 shares — an estimated $476K sold.

InceptionR first reported a position in MC in Q1 2024 and held it in 4 quarters. The position peaked at $476K in Q1 2026. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

InceptionR reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
InceptionR sold 8,348 Moelis & Co shares in Q2 2026, an estimated $476K.
InceptionR first reported a position in Moelis & Co in Q1 2024 and held it in 4 quarters.
InceptionR's Moelis & Co position peaked at $476K in Q1 2026.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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