Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Moelis & Co MC Stock Holding History

Jacobs Levy Equity 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 		– Sell
-4,340
Closed -$247K – 1026
2026
Q1 		$247K Sell
4,340
-335
-7% -$21.8K ﹤0.01% 896
2025
Q4 		$321K Hold
4,675
– – ﹤0.01% 854
2025
Q3 		$333K Buy
+4,675
New +$334K ﹤0.01% 866
2025
Q2 		– Sell
-203,968
Closed -$11.9M – 1112
2025
Q1 		$11.9M Buy
203,968
+85,745
+73% +$6.05M 0.05% 305
2024
Q4 		$8.73M Buy
118,223
+16,482
+16% +$1.19M 0.03% 325
2024
Q3 		$6.97M Buy
+101,741
New +$6.57M 0.03% 384
2024
Q2 		– Sell
-7,558
Closed -$429K – 1012
2024
Q1 		$429K Sell
7,558
-32,296
-81% -$1.76M ﹤0.01% 826
2023
Q4 		$2.24M Buy
+39,854
New +$1.87M 0.01% 583
2022
Q2 		– Sell
-473,856
Closed -$22.2M – 1054
2022
Q1 		$22.2M Buy
473,856
+449,921
+1,880% +$23.4M 0.15% 167
2021
Q4 		$1.5M Buy
+23,935
New +$1.6M 0.01% 672
2019
Q2 		– Sell
-23,750
Closed -$988K – 992
2019
Q1 		$988K Buy
+23,750
New +$1.02M 0.01% 665
2017
Q3 		– Sell
-27,622
Closed -$1.07M – 999
2017
Q2 		$1.07M Sell
27,622
-80,768
-75% -$3.01M 0.02% 558
2017
Q1 		$4.17M Buy
108,390
+77,140
+247% +$2.79M 0.08% 287
2016
Q4 		$1.06M Buy
+31,250
New +$882K 0.02% 542
2016
Q3 		– Sell
-34,422
Closed -$774K – 1085
2016
Q2 		$774K Sell
34,422
-21,493
-38% -$574K 0.02% 651
2016
Q1 		$1.58M Sell
55,915
-750
-1% -$19.2K 0.03% 464
2015
Q4 		$1.65M Buy
56,665
+7,850
+16% +$225K 0.03% 378
2015
Q3 		$1.28M Buy
48,815
+16,645
+52% +$470K 0.03% 436
2015
Q2 		$924K Sell
32,170
-43,361
-57% -$1.27M 0.02% 474
2015
Q1 		$2.27M Sell
75,531
-16,840
-18% -$531K 0.04% 349
2014
Q4 		$3.23M Buy
+92,371
New +$3.05M 0.06% 306

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

Jacobs Levy Equity Management's MC Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 4,340 shares — an estimated $247K sold.

Jacobs Levy Equity Management first reported a position in MC in Q4 2014 and held it in 21 quarters. The position peaked at $22.2M in Q1 2022. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 4,340 Moelis & Co shares in Q2 2026, an estimated $247K.
  • Jacobs Levy Equity Management first reported a position in Moelis & Co in Q4 2014 and held it in 21 quarters.
  • Jacobs Levy Equity Management's Moelis & Co position peaked at $22.2M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.