Marshall Wace
MC icon

Marshall Wace’s Moelis & Co MC Stock Holding History

Marshall Wace’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
-35,853
Closed -$2.04M – 3505
2026
Q1 		$2.04M Buy
+35,853
New +$2.33M ﹤0.01% 1772
2025
Q3 		– Sell
-67,023
Closed -$4.18M – 3190
2025
Q2 		$4.18M Buy
67,023
+51,480
+331% +$2.89M ﹤0.01% 1232
2025
Q1 		$907K Buy
+15,543
New +$1.1M ﹤0.01% 1827
2024
Q2 		– Sell
-70,989
Closed -$4.03M – 2785
2024
Q1 		$4.03M Buy
70,989
+31,854
+81% +$1.74M 0.01% 1086
2023
Q4 		$2.2M Buy
+39,135
New +$1.84M ﹤0.01% 1180
2021
Q2 		– Sell
-37,504
Closed -$2.06M – 2890
2021
Q1 		$2.06M Buy
37,504
+21,336
+132% +$1.14M 0.01% 1313
2020
Q4 		$755K Buy
+16,168
New +$650K ﹤0.01% 1323
2020
Q1 		– Sell
-16,030
Closed -$512K – 1885
2019
Q4 		$512K Sell
16,030
-247,371
-94% -$8.1M ﹤0.01% 1161
2019
Q3 		$8.65M Buy
+263,401
New +$8.93M 0.07% 335
2019
Q2 		– Sell
-416,538
Closed -$17.3M – 1631
2019
Q1 		$17.3M Buy
416,538
+309,566
+289% +$13.2M 0.16% 157
2018
Q4 		$3.68M Buy
106,972
+93,899
+718% +$3.99M 0.04% 546
2018
Q3 		$716K Buy
+13,073
New +$767K 0.01% 864
2016
Q2 		– Sell
-20,015
Closed -$565K – 1084
2016
Q1 		$565K Buy
+20,015
New +$513K 0.01% 830
2015
Q1 		– Sell
-7,971
Closed -$278K – 884
2014
Q4 		$278K Buy
+7,971
New +$263K ﹤0.01% 712

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

Marshall Wace's MC Position: Q2 2026 in Review

Marshall Wace sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 35,853 shares — an estimated $2.04M sold.

Marshall Wace first reported a position in MC in Q4 2014 and held it in 14 quarters. The position peaked at $17.3M in Q1 2019. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Marshall Wace reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 35,853 Moelis & Co shares in Q2 2026, an estimated $2.04M.
  • Marshall Wace first reported a position in Moelis & Co in Q4 2014 and held it in 14 quarters.
  • Marshall Wace's Moelis & Co position peaked at $17.3M in Q1 2019.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.