MCM
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MAI Capital Management’s Moelis & Co MC Stock Holding History

MAI Capital 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 		$538K Buy
8,220
+7,750
+1,649% +$508K ﹤0.01% 1267
2026
Q1 		$26.8K Buy
470
+15
+3% +$975 ﹤0.01% 2619
2025
Q4 		$31.3K Buy
+455
New +$30.4K ﹤0.01% 2274
2025
Q3 		– Sell
-31
Closed -$1.93K – 4002
2025
Q2 		$1.93K Buy
+31
New +$1.74K ﹤0.01% 3431
2025
Q1 		– Sell
-800
Closed -$59.1K – 3518
2024
Q4 		$59.1K Buy
+800
New +$57.9K ﹤0.01% 1680

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

MAI Capital Management's MC Position: Q2 2026 in Review

MAI Capital Management increased its Moelis & Co (MC) stake by 1,649% in Q2 2026, buying an estimated $508K and bringing the position to 8,220 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

MAI Capital Management first reported a position in MC in Q4 2024 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • MAI Capital Management held 8,220 shares of Moelis & Co worth $538K as of Q2 2026.
  • MAI Capital Management bought 7,750 Moelis & Co shares in Q2 2026, an estimated $508K.
  • Moelis & Co made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1267 holding.
  • MAI Capital Management first reported a position in Moelis & Co in Q4 2024 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.