Neo Ivy Capital Management’s Moelis & Co MC Stock Holding History

Neo Ivy 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	$44.1K	Buy	+674	New	+$44.2K	0.01%	312
2025 Q3	–	Sell	-1,206	Closed	-$75.2K	–	476
2025 Q2	$75.2K	Buy	+1,206	New	+$67.7K	0.02%	303
2023 Q4	–	Sell	-2,204	Closed	-$99K	–	393
2023 Q3	$99K	Buy	+2,204	New	+$104K	0.04%	258
2022 Q4	–	Sell	-2,836	Closed	-$96K	–	471
2022 Q3	$96K	Buy	+2,836	New	+$119K	0.25%	150
2021 Q4	–	Sell	-4,399	Closed	-$137K	–	552
2021 Q3	$137K	Buy	+4,399	New	+$264K	0.16%	198
2020 Q3	–	Sell	-4,399	Closed	-$137K	–	554
2020 Q2	$137K	Buy	+4,399	New	+$138K	0.16%	198

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's MC Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Moelis & Co (MC) in Q2 2026: 674 shares worth $44.1K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in MC as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in MC in Q2 2020 and has held it in 6 quarters since. The position peaked at $137K in Q3 2021. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Neo Ivy Capital Management held 674 shares of Moelis & Co worth $44.1K as of Q2 2026.
Moelis & Co was a new Neo Ivy Capital Management position in Q2 2026.
Moelis & Co made up 0.01% of Neo Ivy Capital Management's portfolio in Q2 2026, its #312 holding.
Neo Ivy Capital Management first reported a position in Moelis & Co in Q2 2020 and has held it in 6 quarters since.
Neo Ivy Capital Management's Moelis & Co position peaked at $137K in Q3 2021.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.