LIA
MC icon

Limestone Investment Advisors’s Moelis & Co MC Stock Holding History

Limestone Investment Advisors’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
-1,000
Closed -$535K – 625
2026
Q1 		$535K Hold
1,000
– – 0.04% 207
2025
Q4 		$758K Hold
1,000
– – 0.07% 180
2025
Q3 		$611K Buy
+1,000
New +$71.4K 0.05% 248

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

Limestone Investment Advisors's MC Position: Q2 2026 in Review

Limestone Investment Advisors sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 1,000 shares — an estimated $535K sold.

Limestone Investment Advisors first reported a position in MC in Q3 2025 and held it in 3 quarters. The position peaked at $758K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Limestone Investment Advisors reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 1,000 Moelis & Co shares in Q2 2026, an estimated $535K.
  • Limestone Investment Advisors first reported a position in Moelis & Co in Q3 2025 and held it in 3 quarters.
  • Limestone Investment Advisors's Moelis & Co position peaked at $758K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.