MAM
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Meeder Asset Management’s Moelis & Co MC Stock Holding History

Meeder 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 		$3.19M Buy
48,749
+43,202
+779% +$2.83M 0.16% 113
2026
Q1 		$316K Buy
+5,547
New +$361K 0.02% 264
2023
Q1 		– Sell
-5,804
Closed -$223K – 750
2022
Q4 		$223K Hold
5,804
– – 0.02% 371
2022
Q3 		$196K Sell
5,804
-14
-0.2% -$586 0.01% 583
2022
Q2 		$229K Sell
5,818
-3,904
-40% -$170K 0.01% 574
2022
Q1 		$457K Buy
+9,722
New +$505K 0.02% 423
2021
Q4 		– Sell
-11,222
Closed -$695K – 1835
2021
Q3 		$695K Buy
11,222
+6,065
+118% +$363K 0.04% 335
2021
Q2 		$293K Buy
5,157
+8
+0.2% +$435 0.01% 646
2021
Q1 		$284K Buy
+5,149
New +$276K 0.01% 647
2020
Q2 		– Sell
-1,046
Closed -$29K – 2291
2020
Q1 		$29K Hold
1,046
– – ﹤0.01% 1103
2019
Q4 		$33K Sell
1,046
-29
-3% -$949 ﹤0.01% 1176
2019
Q3 		$35K Sell
1,075
-122
-10% -$4.14K ﹤0.01% 1131
2019
Q2 		$42K Sell
1,197
-336
-22% -$12.2K ﹤0.01% 1000
2019
Q1 		$64K Sell
1,533
-8,635
-85% -$369K 0.01% 812
2018
Q4 		$350K Buy
10,168
+9,500
+1,422% +$403K 0.03% 394
2018
Q3 		$37K Sell
668
-1,696
-72% -$99.5K ﹤0.01% 866
2018
Q2 		$139K Sell
2,364
-3,234
-58% -$186K 0.01% 568
2018
Q1 		$285K Sell
5,598
-2,384
-30% -$122K 0.03% 405
2017
Q4 		$387K Buy
7,982
+2,813
+54% +$127K 0.03% 380
2017
Q3 		$223K Buy
5,169
+1,815
+54% +$72.6K 0.02% 452
2017
Q2 		$130K Buy
+3,354
New +$125K 0.01% 521

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

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

Meeder Asset Management increased its Moelis & Co (MC) stake by 779% in Q2 2026, buying an estimated $2.83M and bringing the position to 48,749 shares worth $3.19M. The position accounts for 0.16% of the portfolio, ranked #113.

Meeder Asset Management first reported a position in MC in Q2 2017 and has held it in 21 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Meeder Asset Management held 48,749 shares of Moelis & Co worth $3.19M as of Q2 2026.
  • Meeder Asset Management bought 43,202 Moelis & Co shares in Q2 2026, an estimated $2.83M.
  • Moelis & Co made up 0.16% of Meeder Asset Management's portfolio in Q2 2026, its #113 holding.
  • Meeder Asset Management first reported a position in Moelis & Co in Q2 2017 and has held it in 21 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Meeder Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.