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NewEdge Advisors’s Moelis & Co MC Stock Holding History

NewEdge 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
Q1 		$399 Sell
7
-422
-98% -$27.4K ﹤0.01% 4012
2025
Q4 		$29.5K Sell
429
-473
-52% -$31.6K ﹤0.01% 3130
2025
Q3 		$64.3K Buy
902
+704
+356% +$50.3K ﹤0.01% 2756
2025
Q2 		$12.3K Hold
198
– – ﹤0.01% 3128
2025
Q1 		$11.6K Hold
198
– – ﹤0.01% 3044
2024
Q4 		$14.6K Hold
198
– – ﹤0.01% 2903
2024
Q3 		$13.6K Hold
198
– – ﹤0.01% 2849
2024
Q2 		$11.3K Sell
198
-78
-28% -$4.21K ﹤0.01% 2822
2024
Q1 		$15.7K Buy
276
+1
+0.4% +$55 ﹤0.01% 2709
2023
Q4 		$15.4K Buy
275
+77
+39% +$3.62K ﹤0.01% 2678
2023
Q3 		$8.94K Hold
198
– – ﹤0.01% 2606
2023
Q2 		$8.98K Hold
198
– – ﹤0.01% 2633
2023
Q1 		$7.61K Sell
198
-75
-27% -$3.22K ﹤0.01% 2652
2022
Q4 		$644 Buy
+273
New +$11.1K ﹤0.01% 3130
2022
Q2 		– Sell
-11,169
Closed -$524K – 1597
2022
Q1 		$524K Buy
11,169
+1,020
+10% +$53K 0.01% 836
2021
Q4 		$634K Sell
10,149
-955
-9% -$64K 0.01% 961
2021
Q3 		$687K Buy
11,104
+1,384
+14% +$82.9K 0.02% 658
2021
Q2 		$553K Buy
+9,720
New +$528K 0.01% 716

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's MC Position: Q1 2026 in Review

NewEdge Advisors reduced its Moelis & Co (MC) stake by 98% in Q1 2026, selling an estimated $27.4K and leaving 7 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

NewEdge Advisors first reported a position in MC in Q2 2021 and has held it in 18 quarters since. The position peaked at $687K in Q3 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • NewEdge Advisors held 7 shares of Moelis & Co worth $399 as of Q1 2026.
  • NewEdge Advisors sold 422 Moelis & Co shares in Q1 2026, an estimated $27.4K.
  • Moelis & Co made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4012 holding.
  • NewEdge Advisors first reported a position in Moelis & Co in Q2 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Moelis & Co position peaked at $687K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.