LPL Financial’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.52M | Buy |
69,052
+3,266
| +5% | +$214K | ﹤0.01% | 2901 |
|
|
2026
Q1 | $3.75M | Buy |
65,786
+2,783
| +4% | +$181K | ﹤0.01% | 2897 |
|
|
2025
Q4 | $4.33M | Buy |
63,003
+330
| +0.5% | +$22K | ﹤0.01% | 2661 |
|
|
2025
Q3 | $4.47M | Buy |
62,673
+3,968
| +7% | +$283K | ﹤0.01% | 2573 |
|
|
2025
Q2 | $3.66M | Sell |
58,705
-3,183
| -5% | -$179K | ﹤0.01% | 2563 |
|
|
2025
Q1 | $3.61M | Buy |
61,888
+4,114
| +7% | +$290K | ﹤0.01% | 2415 |
|
|
2024
Q4 | $4.27M | Buy |
57,774
+7,213
| +14% | +$522K | ﹤0.01% | 2208 |
|
|
2024
Q3 | $3.46M | Buy |
50,561
+1,665
| +3% | +$107K | ﹤0.01% | 2264 |
|
|
2024
Q2 | $2.78M | Buy |
48,896
+4,934
| +11% | +$267K | ﹤0.01% | 2326 |
|
|
2024
Q1 | $2.5M | Sell |
43,962
-1,594
| -3% | -$87K | ﹤0.01% | 2349 |
|
|
2023
Q4 | $2.56M | Sell |
45,556
-8,277
| -15% | -$389K | ﹤0.01% | 2202 |
|
|
2023
Q3 | $2.43M | Buy |
53,833
+836
| +2% | +$39.3K | ﹤0.01% | 2144 |
|
|
2023
Q2 | $2.4M | Buy |
52,997
+4,330
| +9% | +$173K | ﹤0.01% | 2086 |
|
|
2023
Q1 | $1.87M | Buy |
48,667
+6,755
| +16% | +$290K | ﹤0.01% | 2197 |
|
|
2022
Q4 | $1.61M | Buy |
41,912
+2,382
| +6% | +$96.7K | ﹤0.01% | 2254 |
|
|
2022
Q3 | $1.34M | Buy |
39,530
+1,376
| +4% | +$57.6K | ﹤0.01% | 2316 |
|
|
2022
Q2 | $1.5M | Sell |
38,154
-12,456
| -25% | -$543K | ﹤0.01% | 2254 |
|
|
2022
Q1 | $2.38M | Buy |
50,610
+17,285
| +52% | +$899K | ﹤0.01% | 1920 |
|
|
2021
Q4 | $2.08M | Buy |
33,325
+1,499
| +5% | +$100K | ﹤0.01% | 2064 |
|
|
2021
Q3 | $1.97M | Buy |
31,826
+545
| +2% | +$32.6K | ﹤0.01% | 2061 |
|
|
2021
Q2 | $1.78M | Buy |
31,281
+548
| +2% | +$29.8K | ﹤0.01% | 2073 |
|
|
2021
Q1 | $1.69M | Sell |
30,733
-9,164
| -23% | -$491K | ﹤0.01% | 1963 |
|
|
2020
Q4 | $1.87M | Buy |
39,897
+1,317
| +3% | +$53K | ﹤0.01% | 1715 |
|
|
2020
Q3 | $1.36M | Buy |
38,580
+5,342
| +16% | +$169K | ﹤0.01% | 1701 |
|
|
2020
Q2 | $1.04M | Buy |
33,238
+5,539
| +20% | +$174K | ﹤0.01% | 1793 |
|
|
2020
Q1 | $778K | Sell |
27,699
-4,150
| -13% | -$136K | ﹤0.01% | 1789 |
|
|
2019
Q4 | $1.02M | Sell |
31,849
-42
| -0.1% | -$1.38K | ﹤0.01% | 1831 |
|
|
2019
Q3 | $1.05M | Buy |
31,891
+20,081
| +170% | +$681K | ﹤0.01% | 1701 |
|
|
2019
Q2 | $413K | Buy |
11,810
+2,516
| +27% | +$91K | ﹤0.01% | 2432 |
|
|
2019
Q1 | $387K | Buy |
+9,294
| New | +$397K | ﹤0.01% | 2427 |
|
Other funds holding MC
WA
LCOV
LPL Financial's MC Position: Q2 2026 in Review
LPL Financial increased its Moelis & Co (MC) stake by 5% in Q2 2026, buying an estimated $214K and bringing the position to 69,052 shares worth $4.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2901.
LPL Financial first reported a position in MC in Q1 2019 and has held it in 30 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- LPL Financial held 69,052 shares of Moelis & Co worth $4.52M as of Q2 2026.
- LPL Financial bought 3,266 Moelis & Co shares in Q2 2026, an estimated $214K.
- Moelis & Co made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2901 holding.
- LPL Financial first reported a position in Moelis & Co in Q1 2019 and has held it in 30 quarters since.
- 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.