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LRI Investments’s Moelis & Co MC Stock Holding History

LRI Investments’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 		$22.4K Buy
343
+61
+22% +$4K ﹤0.01% 731
2026
Q1 		$16.1K Sell
282
-2
-0.7% -$130 ﹤0.01% 753
2025
Q4 		$19.5K Sell
284
-11
-4% -$734 ﹤0.01% 697
2025
Q3 		$21K Buy
295
+192
+186% +$13.7K ﹤0.01% 709
2025
Q2 		$6.42K Buy
+103
New +$5.78K ﹤0.01% 950

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's MC Position: Q2 2026 in Review

LRI Investments increased its Moelis & Co (MC) stake by 22% in Q2 2026, buying an estimated $4K and bringing the position to 343 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

LRI Investments first reported a position in MC in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • LRI Investments held 343 shares of Moelis & Co worth $22.4K as of Q2 2026.
  • LRI Investments bought 61 Moelis & Co shares in Q2 2026, an estimated $4K.
  • Moelis & Co made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #731 holding.
  • LRI Investments first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.