Inspire Investing’s Moelis & Co MC Stock Holding History

Inspire Investing’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	-30,605	Closed	-$1.74M	–	1302
2026 Q1	$1.74M	Buy	+30,605	New	+$1.99M	0.1%	227

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

Inspire Investing's MC Position: Q2 2026 in Review

Inspire Investing sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 30,605 shares — an estimated $1.74M sold.

Inspire Investing first reported a position in MC in Q1 2026 and held it in 1 quarter. The position peaked at $1.74M in Q1 2026. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Inspire Investing reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
Inspire Investing sold 30,605 Moelis & Co shares in Q2 2026, an estimated $1.74M.
Inspire Investing first reported a position in Moelis & Co in Q1 2026 and held it in 1 quarter.
Inspire Investing's Moelis & Co position peaked at $1.74M in Q1 2026.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.