Mercer Global Advisors
MC icon

Mercer Global Advisors’s Moelis & Co MC Stock Holding History

Mercer Global 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
Q1 		$1.04M Buy
18,198
+3,236
+22% +$210K ﹤0.01% 1547
2025
Q4 		$1.03M Buy
14,962
+2,287
+18% +$153K ﹤0.01% 1438
2025
Q3 		$904K Buy
12,675
+2,333
+23% +$167K ﹤0.01% 1435
2025
Q2 		$644K Sell
10,342
-1,709
-14% -$95.9K ﹤0.01% 1436
2025
Q1 		$703K Buy
12,051
+7,521
+166% +$530K ﹤0.01% 1298
2024
Q4 		$335K Buy
+4,530
New +$328K ﹤0.01% 1681
2023
Q4 		– Sell
-8,525
Closed -$385K – 2060
2023
Q3 		$385K Sell
8,525
-859
-9% -$40.4K ﹤0.01% 1384
2023
Q2 		$425K Sell
9,384
-536
-5% -$21.4K ﹤0.01% 1312
2023
Q1 		$381K Sell
9,920
-3,134
-24% -$135K ﹤0.01% 1355
2022
Q4 		$501K Buy
13,054
+456
+4% +$18.5K ﹤0.01% 1205
2022
Q3 		$426K Buy
12,598
+2,455
+24% +$103K ﹤0.01% 1210
2022
Q2 		$399K Buy
10,143
+4,985
+97% +$217K ﹤0.01% 1268
2022
Q1 		$242K Buy
5,158
+519
+11% +$27K ﹤0.01% 1618
2021
Q4 		$290K Buy
+4,639
New +$311K ﹤0.01% 1488
2021
Q3 		– Sell
-14,085
Closed -$801K – 1792
2021
Q2 		$801K Buy
14,085
+1,625
+13% +$88.3K 0.01% 936
2021
Q1 		$684K Buy
+12,460
New +$668K 0.01% 940
2019
Q3 		– Sell
-5,950
Closed -$208K – 1166
2019
Q2 		$208K Buy
5,950
+629
+12% +$22.7K 0.01% 1040
2019
Q1 		$221K Buy
+5,321
New +$227K 0.01% 954

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors's MC Position: Q1 2026 in Review

Mercer Global Advisors increased its Moelis & Co (MC) stake by 22% in Q1 2026, buying an estimated $210K and bringing the position to 18,198 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Mercer Global Advisors first reported a position in MC in Q1 2019 and has held it in 18 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Mercer Global Advisors held 18,198 shares of Moelis & Co worth $1.04M as of Q1 2026.
  • Mercer Global Advisors bought 3,236 Moelis & Co shares in Q1 2026, an estimated $210K.
  • Moelis & Co made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1547 holding.
  • Mercer Global Advisors first reported a position in Moelis & Co in Q1 2019 and has held it in 18 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.