INVST’s Moelis & Co MC Stock Holding History

INVST’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	-10,199	Closed	-$701K	–	373
2025 Q4	$701K	Sell	10,199 -798	-7%	-$53.3K	0.08%	212
2025 Q3	$784K	Sell	10,997 -334	-3%	-$23.8K	0.09%	188
2025 Q2	$706K	Sell	11,331 -461	-4%	-$25.9K	0.09%	190
2025 Q1	$688K	Buy	+11,792	New	+$831K	0.09%	180

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

INVST's MC Position: Q1 2026 in Review

INVST sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 10,199 shares — an estimated $701K sold.

INVST first reported a position in MC in Q1 2025 and held it in 4 quarters. The position peaked at $784K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

INVST reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
INVST sold 10,199 Moelis & Co shares in Q1 2026, an estimated $701K.
INVST first reported a position in Moelis & Co in Q1 2025 and held it in 4 quarters.
INVST's Moelis & Co position peaked at $784K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.