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Innovative Asset Advisors Group’s Moelis & Co MC Stock Holding History

Innovative Asset Advisors Group’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
-500
Closed -$28.5K – 713
2026
Q1 		$28.5K Buy
+500
New +$32.5K 0.02% 428

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

Innovative Asset Advisors Group's MC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 500 shares — an estimated $28.5K sold.

Innovative Asset Advisors Group first reported a position in MC in Q1 2026 and held it in 1 quarter. The position peaked at $28.5K in Q1 2026. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 500 Moelis & Co shares in Q2 2026, an estimated $28.5K.
  • Innovative Asset Advisors Group first reported a position in Moelis & Co in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Moelis & Co position peaked at $28.5K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.