Moran Wealth Management’s Moelis & Co MC Stock Holding History

Moran Wealth 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	$1.99M	Sell	30,409 -2,766	-8%	-$181K	0.05%	328
2026 Q1	$1.89M	Buy	33,175 +389	+1%	+$25.3K	0.06%	317
2025 Q4	$2.25M	Sell	32,786 -5,202	-14%	-$347K	0.07%	274
2025 Q3	$2.71M	Buy	37,988 +156	+0.4%	+$11.1K	0.08%	254
2025 Q2	$2.36M	Buy	+37,832	New	+$2.12M	0.07%	272
2024 Q2	–	Sell	-59,482	Closed	-$3.38M	–	419
2024 Q1	$3.38M	Buy	59,482 +1,059	+2%	+$57.8K	0.11%	210
2023 Q4	$3.28M	Buy	58,423 +1,447	+3%	+$68K	0.12%	209
2023 Q3	$2.57M	Buy	56,976 +544	+1%	+$25.6K	0.1%	199
2023 Q2	$2.56M	Buy	56,432 +1,654	+3%	+$66K	0.1%	203
2023 Q1	$2.11M	Buy	54,778 +21,525	+65%	+$924K	0.08%	216
2022 Q4	$1.28M	Buy	+33,253	New	+$1.35M	0.05%	240

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moran Wealth Management's MC Position: Q2 2026 in Review

Moran Wealth Management reduced its Moelis & Co (MC) stake by 8.3% in Q2 2026, selling an estimated $181K and leaving 30,409 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #328.

Moran Wealth Management first reported a position in MC in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.38M in Q1 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Moran Wealth Management held 30,409 shares of Moelis & Co worth $1.99M as of Q2 2026.
Moran Wealth Management sold 2,766 Moelis & Co shares in Q2 2026, an estimated $181K.
Moelis & Co made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #328 holding.
Moran Wealth Management first reported a position in Moelis & Co in Q4 2022 and has held it in 11 quarters since.
Moran Wealth Management's Moelis & Co position peaked at $3.38M in Q1 2024.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.