JCM
MC icon

J2 Capital Management’s Moelis & Co MC Stock Holding History

J2 Capital 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
Q1 		– Sell
-15,344
Closed -$1.05M – 126
2025
Q4 		$1.05M Buy
15,344
+1,808
+13% +$121K 0.77% 19
2025
Q3 		$965K Buy
+13,536
New +$966K 0.73% 24

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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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

J2 Capital Management's MC Position: Q1 2026 in Review

J2 Capital Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 15,344 shares — an estimated $1.05M sold.

J2 Capital Management first reported a position in MC in Q3 2025 and held it in 2 quarters. The position peaked at $1.05M in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • J2 Capital Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • J2 Capital Management sold 15,344 Moelis & Co shares in Q1 2026, an estimated $1.05M.
  • J2 Capital Management first reported a position in Moelis & Co in Q3 2025 and held it in 2 quarters.
  • J2 Capital Management's Moelis & Co position peaked at $1.05M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on J2 Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.