Ken Fisher
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Ken Fisher’s Moelis & Co MC Stock Holding History

Ken Fisher’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 		$67.9M Buy
1,037,894
+9,257
+0.9% +$607K 0.02% 207
2026
Q1 		$58.6M Buy
1,028,637
+571,745
+125% +$37.2M 0.02% 215
2025
Q4 		$31.4M Sell
456,892
-34,578
-7% -$2.31M 0.01% 275
2025
Q3 		$35.1M Buy
491,470
+141,221
+40% +$10.1M 0.01% 262
2025
Q2 		$21.8M Sell
350,249
-3,220
-0.9% -$181K 0.01% 307
2025
Q1 		$20.6M Buy
353,469
+132,699
+60% +$9.36M 0.01% 322
2024
Q4 		$16.3M Buy
220,770
+158,200
+253% +$11.4M 0.01% 368
2024
Q3 		$4.29M Buy
62,570
+220
+0.4% +$14.2K ﹤0.01% 501
2024
Q2 		$3.55M Sell
62,350
-12,028
-16% -$650K ﹤0.01% 522
2024
Q1 		$4.22M Buy
74,378
+7,013
+10% +$383K ﹤0.01% 514
2023
Q4 		$3.78M Sell
67,365
-5,396
-7% -$253K ﹤0.01% 520
2023
Q3 		$3.28M Buy
72,761
+5,645
+8% +$266K ﹤0.01% 568
2023
Q2 		$3.04M Sell
67,116
-10,787
-14% -$430K ﹤0.01% 602
2023
Q1 		$2.99M Buy
77,903
+794
+1% +$34.1K ﹤0.01% 604
2022
Q4 		$2.96M Buy
77,109
+39,052
+103% +$1.58M ﹤0.01% 593
2022
Q3 		$1.29M Buy
+38,057
New +$1.59M ﹤0.01% 638

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

Ken Fisher's MC Position: Q2 2026 in Review

Ken Fisher increased its Moelis & Co (MC) stake by 0.9% in Q2 2026, buying an estimated $607K and bringing the position to 1,037,894 shares worth $67.9M. The position accounts for 0.02% of the portfolio, ranked #207.

Ken Fisher first reported a position in MC in Q3 2022 and has held it in 16 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Ken Fisher held 1,037,894 shares of Moelis & Co worth $67.9M as of Q2 2026.
  • Ken Fisher bought 9,257 Moelis & Co shares in Q2 2026, an estimated $607K.
  • Moelis & Co made up 0.02% of Ken Fisher's portfolio in Q2 2026, its #207 holding.
  • Ken Fisher first reported a position in Moelis & Co in Q3 2022 and has held it in 16 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.