MOS
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MGO One Seven’s Moelis & Co MC Stock Holding History

MGO One Seven’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 		– Sell
-6,453
Closed -$444K – 1468
2025
Q4 		$444K Buy
6,453
+519
+9% +$34.6K 0.01% 935
2025
Q3 		$423K Buy
+5,934
New +$424K 0.01% 874
2019
Q1 		– Sell
-3,865
Closed -$132K – 1128
2018
Q4 		$132K Sell
3,865
-40
-1% -$1.7K 0.06% 381
2018
Q3 		$213K Buy
+3,905
New +$229K 0.1% 302
2018
Q1 		$151K Hold
2,965
– – 0.07% 329
2017
Q4 		$144K Buy
+2,965
New +$134K 0.07% 340

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

MGO One Seven's MC Position: Q1 2026 in Review

MGO One Seven sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 6,453 shares — an estimated $444K sold.

MGO One Seven first reported a position in MC in Q4 2017 and held it in 6 quarters. The position peaked at $444K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • MGO One Seven reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • MGO One Seven sold 6,453 Moelis & Co shares in Q1 2026, an estimated $444K.
  • MGO One Seven first reported a position in Moelis & Co in Q4 2017 and held it in 6 quarters.
  • MGO One Seven's Moelis & Co position peaked at $444K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.