NAAA
MC icon

New Age Alpha Advisors’s Moelis & Co MC Stock Holding History

New Age Alpha 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 		$903K Sell
13,801
-44,801
-76% -$2.94M 0.04% 490
2026
Q1 		$3.34M Sell
58,602
-2,306
-4% -$150K 0.16% 188
2025
Q4 		$4.19M Buy
60,908
+59,105
+3,278% +$3.94M 0.18% 155
2025
Q3 		$129K Sell
1,803
-37
-2% -$2.64K 0.01% 690
2025
Q2 		$115K Sell
1,840
-2
-0.1% -$112 0.01% 706
2025
Q1 		$107K Buy
+1,842
New +$130K ﹤0.01% 740

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

New Age Alpha Advisors's MC Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Moelis & Co (MC) stake by 76% in Q2 2026, selling an estimated $2.94M and leaving 13,801 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #490.

New Age Alpha Advisors first reported a position in MC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19M in Q4 2025. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • New Age Alpha Advisors held 13,801 shares of Moelis & Co worth $903K as of Q2 2026.
  • New Age Alpha Advisors sold 44,801 Moelis & Co shares in Q2 2026, an estimated $2.94M.
  • Moelis & Co made up 0.04% of New Age Alpha Advisors's portfolio in Q2 2026, its #490 holding.
  • New Age Alpha Advisors first reported a position in Moelis & Co in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Moelis & Co position peaked at $4.19M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.