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New England Research & Management’s Moelis & Co MC Stock Holding History

New England Research & 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
Q1 		– Sell
-6,000
Closed -$412K – 163
2025
Q4 		$412K Buy
6,000
+575
+11% +$38.4K 0.18% 112
2025
Q3 		$387K Sell
5,425
-9,950
-65% -$710K 0.18% 117
2025
Q2 		$958K Buy
15,375
+250
+2% +$14K 0.46% 76
2025
Q1 		$883K Sell
15,125
-100
-0.7% -$7.05K 0.45% 72
2024
Q4 		$1.13M Buy
+15,225
New +$1.1M 0.57% 59

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 England Research & Management's MC Position: Q1 2026 in Review

New England Research & Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 6,000 shares — an estimated $412K sold.

New England Research & Management first reported a position in MC in Q4 2024 and held it in 5 quarters. The position peaked at $1.13M in Q4 2024. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • New England Research & Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • New England Research & Management sold 6,000 Moelis & Co shares in Q1 2026, an estimated $412K.
  • New England Research & Management first reported a position in Moelis & Co in Q4 2024 and held it in 5 quarters.
  • New England Research & Management's Moelis & Co position peaked at $1.13M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on New England Research & Management's 13F filing for Q1 2026, filed 7 May 2026.