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

Naples 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
Q2 		$611K Hold
9,341
– – 0.04% 315
2026
Q1 		$532K Hold
9,341
– – 0.04% 316
2025
Q4 		$642K Sell
9,341
-280
-3% -$18.7K 0.05% 286
2025
Q3 		$686K Sell
9,621
-50
-0.5% -$3.57K 0.05% 282
2025
Q2 		$603K Hold
9,671
– – 0.05% 281
2025
Q1 		$564K Sell
9,671
-500
-5% -$35.3K 0.05% 276
2024
Q4 		$751K Hold
10,171
– – 0.07% 252
2024
Q3 		$697K Hold
10,171
– – 0.06% 258
2024
Q2 		$578K Buy
10,171
+325
+3% +$17.6K 0.06% 266
2024
Q1 		$559K Sell
9,846
-1,325
-12% -$72.4K 0.06% 274
2023
Q4 		$627K Sell
11,171
-100
-0.9% -$4.7K 0.07% 254
2023
Q3 		$509K Hold
11,271
– – 0.06% 274
2023
Q2 		$511K Sell
11,271
-1,570
-12% -$62.7K 0.06% 275
2023
Q1 		$494K Sell
12,841
-350
-3% -$15K 0.06% 279
2022
Q4 		$506K Buy
13,191
+910
+7% +$36.9K 0.06% 274
2022
Q3 		$415K Sell
12,281
-890
-7% -$37.3K 0.06% 281
2022
Q2 		$518K Buy
13,171
+608
+5% +$26.5K 0.07% 268
2022
Q1 		$590K Buy
12,563
+3,008
+31% +$156K 0.07% 263
2021
Q4 		$597K Buy
9,555
+105
+1% +$7.03K 0.07% 260
2021
Q3 		$585K Buy
9,450
+3,375
+56% +$202K 0.08% 259
2021
Q2 		$346K Buy
6,075
+930
+18% +$50.5K 0.05% 311
2021
Q1 		$282K Buy
5,145
+180
+4% +$9.65K 0.04% 320
2020
Q4 		$232K Buy
+4,965
New +$200K 0.04% 328
2020
Q1 		– Sell
-7,110
Closed -$227K – 326
2019
Q4 		$227K Sell
7,110
-11,443
-62% -$375K 0.05% 301
2019
Q3 		$609K Buy
18,553
+407
+2% +$13.8K 0.14% 193
2019
Q2 		$634K Buy
18,146
+2,206
+14% +$79.8K 0.15% 187
2019
Q1 		$663K Buy
15,940
+3,550
+29% +$152K 0.17% 174
2018
Q4 		$470K Buy
+12,390
New +$526K 0.13% 210

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

Naples Global Advisors's MC Position: Q2 2026 in Review

Naples Global Advisors held its Moelis & Co (MC) position steady in Q2 2026 at 9,341 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #315.

Naples Global Advisors first reported a position in MC in Q4 2018 and has held it in 28 quarters since. The position peaked at $751K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Naples Global Advisors held 9,341 shares of Moelis & Co worth $611K as of Q2 2026.
  • Naples Global Advisors left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #315 holding.
  • Naples Global Advisors first reported a position in Moelis & Co in Q4 2018 and has held it in 28 quarters since.
  • Naples Global Advisors's Moelis & Co position peaked at $751K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.