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Integrated Quantitative Investments’s Moelis & Co MC Stock Holding History

Integrated Quantitative Investments’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
Q1 		– Sell
-20,981
Closed -$1.44M – 494
2025
Q4 		$1.44M Buy
20,981
+3,329
+19% +$222K 0.31% 106
2025
Q3 		$1.26M Buy
17,652
+19
+0.1% +$1.36K 0.36% 76
2025
Q2 		$1.1M Buy
17,633
+3,133
+22% +$176K 0.32% 105
2025
Q1 		$846K Hold
14,500
– – 0.42% 100
2024
Q4 		$1.07M Buy
+14,500
New +$1.05M 0.53% 64

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Quantitative Investments's MC Position: Q1 2026 in Review

Integrated Quantitative Investments sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 20,981 shares — an estimated $1.44M sold.

Integrated Quantitative Investments first reported a position in MC in Q4 2024 and held it in 5 quarters. The position peaked at $1.44M in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Integrated Quantitative Investments reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Integrated Quantitative Investments sold 20,981 Moelis & Co shares in Q1 2026, an estimated $1.44M.
  • Integrated Quantitative Investments first reported a position in Moelis & Co in Q4 2024 and held it in 5 quarters.
  • Integrated Quantitative Investments's Moelis & Co position peaked at $1.44M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.