MCA
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McGuire Capital Advisors’s Moelis & Co MC Stock Holding History

McGuire Capital Advisors’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 		$10.7K Hold
163
– – 0.01% 425
2026
Q1 		$9.29K Hold
163
– – 0.01% 413
2025
Q4 		$11.2K Buy
+163
New +$10.9K 0.01% 398

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

McGuire Capital Advisors's MC Position: Q2 2026 in Review

McGuire Capital Advisors held its Moelis & Co (MC) position steady in Q2 2026 at 163 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #425.

McGuire Capital Advisors first reported a position in MC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • McGuire Capital Advisors held 163 shares of Moelis & Co worth $10.7K as of Q2 2026.
  • McGuire Capital Advisors left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up 0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #425 holding.
  • McGuire Capital Advisors first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Moelis & Co position peaked at $11.2K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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