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
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 $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

Ken Fisher's MC Position: Q1 2026 in Review

Ken Fisher increased its Moelis & Co (MC) stake by 125% in Q1 2026, buying an estimated $37.2M and bringing the position to 1,028,637 shares worth $58.6M. The position accounts for 0.02% of the portfolio, ranked #215.

Ken Fisher first reported a position in MC in Q3 2022 and has held it in 15 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Ken Fisher held 1,028,637 shares of Moelis & Co worth $58.6M as of Q1 2026.
  • Ken Fisher bought 571,745 Moelis & Co shares in Q1 2026, an estimated $37.2M.
  • Moelis & Co made up 0.02% of Ken Fisher's portfolio in Q1 2026, its #215 holding.
  • Ken Fisher first reported a position in Moelis & Co in Q3 2022 and has held it in 15 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.