MOACM
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Mutual of America Capital Management’s Moelis & Co MC Stock Holding History

Mutual of America Capital 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 		$557K Buy
8,518
+50
+0.6% +$3.28K 0.01% 1099
2026
Q1 		$483K Buy
8,468
+11
+0.1% +$715 0.01% 1069
2025
Q4 		$581K Buy
8,457
+148
+2% +$9.88K 0.01% 1037
2025
Q3 		$593K Sell
8,309
-1,221
-13% -$87.2K 0.01% 1039
2025
Q2 		$594K Sell
9,530
-50,743
-84% -$2.85M 0.01% 1053
2025
Q1 		$3.52M Sell
60,273
-414
-0.7% -$29.2K 0.04% 578
2024
Q4 		$4.48M Sell
60,687
-15,624
-20% -$1.13M 0.05% 498
2024
Q3 		$5.23M Sell
76,311
-2,457
-3% -$159K 0.06% 439
2024
Q2 		$4.48M Sell
78,768
-509
-0.6% -$27.5K 0.05% 505
2024
Q1 		$4.5M Sell
79,277
-17,291
-18% -$944K 0.05% 527
2023
Q4 		$5.42M Buy
96,568
+20,413
+27% +$959K 0.06% 396
2023
Q3 		$3.44M Buy
76,155
+268
+0.4% +$12.6K 0.04% 602
2023
Q2 		$3.44M Buy
75,887
+14,418
+23% +$575K 0.04% 664
2023
Q1 		$2.36M Sell
61,469
-1,928
-3% -$82.8K 0.03% 841
2022
Q4 		$2.43M Sell
63,397
-3,615
-5% -$147K 0.03% 821
2022
Q3 		$2.27M Buy
67,012
+555
+0.8% +$23.2K 0.03% 792
2022
Q2 		$2.62M Sell
66,457
-1,229
-2% -$53.6K 0.03% 760
2022
Q1 		$3.18M Sell
67,686
-415
-0.6% -$21.6K 0.03% 772
2021
Q4 		$4.26M Sell
68,101
-13,790
-17% -$924K 0.04% 650
2021
Q3 		$5.07M Sell
81,891
-9,315
-10% -$558K 0.05% 522
2021
Q2 		$5.19M Sell
91,206
-130,703
-59% -$7.1M 0.05% 512
2021
Q1 		$12.2M Sell
221,909
-16,810
-7% -$901K 0.13% 140
2020
Q4 		$11.2M Buy
238,719
+20,407
+9% +$821K 0.13% 143
2020
Q3 		$7.67M Buy
218,312
+7,197
+3% +$228K 0.1% 201
2020
Q2 		$6.58M Buy
211,115
+68,383
+48% +$2.15M 0.09% 233
2020
Q1 		$4.01M Sell
142,732
-6,280
-4% -$206K 0.07% 372
2019
Q4 		$4.76M Sell
149,012
-1,030
-0.7% -$33.7K 0.06% 463
2019
Q3 		$4.93M Sell
150,042
-835
-0.6% -$28.3K 0.07% 401
2019
Q2 		$5.27M Buy
150,877
+99
+0.1% +$3.58K 0.07% 373
2019
Q1 		$6.27M Buy
150,778
+2,736
+2% +$117K 0.09% 273
2018
Q4 		$5.09M Buy
148,042
+33,011
+29% +$1.4M 0.08% 318
2018
Q3 		$6.3M Sell
115,031
-6,491
-5% -$381K 0.09% 291
2018
Q2 		$7.13M Hold
121,522
– – 0.11% 222
2018
Q1 		$6.18M Sell
121,522
-12,900
-10% -$661K 0.1% 275
2017
Q4 		$6.52M Buy
134,422
+928
+0.7% +$41.9K 0.1% 271
2017
Q3 		$5.75M Buy
133,494
+19,600
+17% +$784K 0.09% 287
2017
Q2 		$4.42M Buy
113,894
+38,494
+51% +$1.43M 0.08% 407
2017
Q1 		$2.9M Buy
+75,400
New +$2.73M 0.05% 627

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

Mutual of America Capital Management's MC Position: Q2 2026 in Review

Mutual of America Capital Management increased its Moelis & Co (MC) stake by 0.59% in Q2 2026, buying an estimated $3.28K and bringing the position to 8,518 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1099.

Mutual of America Capital Management first reported a position in MC in Q1 2017 and has held it in 38 quarters since. The position peaked at $12.2M in Q1 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Mutual of America Capital Management held 8,518 shares of Moelis & Co worth $557K as of Q2 2026.
  • Mutual of America Capital Management bought 50 Moelis & Co shares in Q2 2026, an estimated $3.28K.
  • Moelis & Co made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1099 holding.
  • Mutual of America Capital Management first reported a position in Moelis & Co in Q1 2017 and has held it in 38 quarters since.
  • Mutual of America Capital Management's Moelis & Co position peaked at $12.2M in Q1 2021.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.