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Mount Yale Investment Advisors’s Moelis & Co MC Stock Holding History

Mount Yale Investment 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 		$405K Buy
7,107
+4,040
+132% +$263K 0.01% 781
2025
Q4 		$211K Buy
+3,067
New +$205K 0.01% 685
2025
Q3 		– Sell
-3,049
Closed -$190K – 1217
2025
Q2 		$190K Buy
+3,049
New +$171K 0.01% 547
2024
Q4 		– Sell
-2,707
Closed -$185K – 595
2024
Q3 		$185K Buy
+2,707
New +$175K 0.02% 531

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 $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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's MC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Moelis & Co (MC) stake by 132% in Q1 2026, buying an estimated $263K and bringing the position to 7,107 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #781.

Mount Yale Investment Advisors first reported a position in MC in Q3 2024 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Mount Yale Investment Advisors held 7,107 shares of Moelis & Co worth $405K as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,040 Moelis & Co shares in Q1 2026, an estimated $263K.
  • Moelis & Co made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #781 holding.
  • Mount Yale Investment Advisors first reported a position in Moelis & Co in Q3 2024 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.