NW
MC icon

NewEdge Wealth’s Moelis & Co MC Stock Holding History

NewEdge Wealth’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 		$2.28M Sell
40,069
-4,024
-9% -$262K 0.03% 391
2025
Q4 		$3.03M Sell
44,093
-2,576
-6% -$172K 0.03% 347
2025
Q3 		$2.97M Buy
46,669
+1,428
+3% +$102K 0.04% 311
2025
Q2 		$3.14M Sell
45,241
-2,599
-5% -$146K 0.05% 285
2025
Q1 		$2.79M Sell
47,840
-1,901
-4% -$134K 0.05% 282
2024
Q4 		$3.67M Sell
49,741
-8,819
-15% -$638K 0.06% 239
2024
Q3 		$4.01M Buy
58,560
+8,737
+18% +$564K 0.07% 226
2024
Q2 		$2.83M Sell
49,823
-1,049
-2% -$56.7K 0.06% 259
2024
Q1 		$2.64M Buy
50,872
+723
+1% +$39.5K 0.06% 277
2023
Q4 		$2.81M Sell
50,149
-1,142
-2% -$53.6K 0.07% 238
2023
Q3 		$2.31M Sell
51,291
-466
-0.9% -$21.9K 0.07% 225
2023
Q2 		$2.35M Sell
51,757
-190
-0.4% -$7.58K 0.08% 223
2023
Q1 		$2M Sell
51,947
-2,905
-5% -$125K 0.08% 224
2022
Q4 		$2.1M Buy
54,852
+975
+2% +$39.6K 0.09% 202
2022
Q3 		$1.82M Buy
53,877
+13,430
+33% +$562K 0.09% 201
2022
Q2 		$1.59M Buy
40,447
+15,387
+61% +$671K 0.07% 218
2022
Q1 		$1.18M Buy
25,060
+215
+0.9% +$11.2K 0.05% 207
2021
Q4 		$1.55M Buy
24,845
+907
+4% +$60.8K 0.07% 193
2021
Q3 		$1.48M Buy
23,938
+313
+1% +$18.8K 0.09% 154
2021
Q2 		$1.34M Buy
23,625
+3,074
+15% +$167K 0.1% 151
2021
Q1 		$1.13M Buy
20,551
+6,714
+49% +$360K 0.11% 145
2020
Q4 		$647K Buy
+13,837
New +$557K 0.2% 104

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 Wealth's MC Position: Q1 2026 in Review

NewEdge Wealth reduced its Moelis & Co (MC) stake by 9.1% in Q1 2026, selling an estimated $262K and leaving 40,069 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #391.

NewEdge Wealth first reported a position in MC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.01M in Q3 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • NewEdge Wealth held 40,069 shares of Moelis & Co worth $2.28M as of Q1 2026.
  • NewEdge Wealth sold 4,024 Moelis & Co shares in Q1 2026, an estimated $262K.
  • Moelis & Co made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #391 holding.
  • NewEdge Wealth first reported a position in Moelis & Co in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Moelis & Co position peaked at $4.01M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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