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INTECH Investment Management’s Moelis & Co MC Stock Holding History

INTECH Investment Management’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 		$1.09M Buy
16,596
+289
+2% +$18.9K 0.01% 995
2026
Q1 		$929K Sell
16,307
-10,911
-40% -$709K 0.01% 1049
2025
Q4 		$1.87M Hold
27,218
– – 0.02% 775
2025
Q3 		$1.94M Sell
27,218
-2,036
-7% -$145K 0.02% 795
2025
Q2 		$1.82M Sell
29,254
-11,809
-29% -$663K 0.02% 819
2025
Q1 		$2.4M Buy
41,063
+15,645
+62% +$1.1M 0.02% 661
2024
Q4 		$1.88M Buy
25,418
+6,020
+31% +$436K 0.02% 748
2024
Q3 		$1.33M Buy
+19,398
New +$1.25M 0.01% 654

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

INTECH Investment Management's MC Position: Q2 2026 in Review

INTECH Investment Management increased its Moelis & Co (MC) stake by 1.8% in Q2 2026, buying an estimated $18.9K and bringing the position to 16,596 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #995.

INTECH Investment Management first reported a position in MC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • INTECH Investment Management held 16,596 shares of Moelis & Co worth $1.09M as of Q2 2026.
  • INTECH Investment Management bought 289 Moelis & Co shares in Q2 2026, an estimated $18.9K.
  • Moelis & Co made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #995 holding.
  • INTECH Investment Management first reported a position in Moelis & Co in Q3 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's Moelis & Co position peaked at $2.4M in Q1 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.