MAM
MC icon

Madison Asset Management’s Moelis & Co MC Stock Holding History

Madison Asset Management’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 		$109M Sell
1,667,157
-106,578
-6% -$6.99M 1.3% 20
2026
Q1 		$101M Buy
1,773,735
+555,557
+46% +$36.1M 1.25% 19
2025
Q4 		$83.7M Sell
1,218,178
-66,083
-5% -$4.41M 0.96% 35
2025
Q3 		$91.6M Sell
1,284,261
-11,023
-0.9% -$787K 1.01% 34
2025
Q2 		$80.7M Buy
1,295,284
+31,084
+2% +$1.74M 0.87% 40
2025
Q1 		$73.8M Buy
1,264,200
+99,313
+9% +$7M 0.82% 46
2024
Q4 		$86.1M Sell
1,164,887
-394,434
-25% -$28.5M 0.97% 36
2024
Q3 		$107M Sell
1,559,321
-211,514
-12% -$13.7M 1.2% 24
2024
Q2 		$101M Buy
1,770,835
+167,226
+10% +$9.04M 1.25% 18
2024
Q1 		$91M Buy
1,603,609
+203,960
+15% +$11.1M 1.12% 28
2023
Q4 		$78.6M Buy
1,399,649
+60,455
+5% +$2.84M 1.06% 30
2023
Q3 		$60.4M Buy
1,339,194
+18,239
+1% +$858K 0.89% 38
2023
Q2 		$59.9M Buy
1,320,955
+21,243
+2% +$848K 0.87% 39
2023
Q1 		$50M Buy
1,299,712
+504,896
+64% +$21.7M 0.76% 47
2022
Q4 		$30.5M Buy
794,816
+8,358
+1% +$339K 0.48% 75
2022
Q3 		$26.6M Buy
786,458
+13,273
+2% +$556K 0.45% 83
2022
Q2 		$30.4M Buy
773,185
+354,484
+85% +$15.5M 0.47% 82
2022
Q1 		$19.7M Sell
418,701
-3,802
-0.9% -$198K 0.28% 101
2021
Q4 		$26.4M Sell
422,503
-186,014
-31% -$12.5M 0.35% 94
2021
Q3 		$37.6M Sell
608,517
-223
-0% -$13.4K 0.52% 74
2021
Q2 		$34.6M Sell
608,740
-3,424
-0.6% -$186K 0.47% 77
2021
Q1 		$33.6M Sell
612,164
-302,502
-33% -$16.2M 0.47% 81
2020
Q4 		$42.8M Buy
914,666
+21,234
+2% +$854K 0.63% 62
2020
Q3 		$31.4M Sell
893,432
-36,315
-4% -$1.15M 0.52% 68
2020
Q2 		$29M Buy
+929,747
New +$29.2M 0.51% 71

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

Madison Asset Management's MC Position: Q2 2026 in Review

Madison Asset Management reduced its Moelis & Co (MC) stake by 6% in Q2 2026, selling an estimated $6.99M and leaving 1,667,157 shares worth $109M. The position accounts for 1.3% of the portfolio, ranked #20.

Madison Asset Management first reported a position in MC in Q2 2020 and has held it in 25 quarters since. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Madison Asset Management held 1,667,157 shares of Moelis & Co worth $109M as of Q2 2026.
  • Madison Asset Management sold 106,578 Moelis & Co shares in Q2 2026, an estimated $6.99M.
  • Moelis & Co made up 1.3% of Madison Asset Management's portfolio in Q2 2026, its #20 holding.
  • Madison Asset Management first reported a position in Moelis & Co in Q2 2020 and has held it in 25 quarters since.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.