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North Star Investment Management’s Moelis & Co MC Stock Holding History

North Star Investment 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 		$785 Hold
12
– – ﹤0.01% 1580
2026
Q1 		$684 Buy
+12
New +$780 ﹤0.01% 1544

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North Star Investment Management's MC Position: Q2 2026 in Review

North Star Investment Management held its Moelis & Co (MC) position steady in Q2 2026 at 12 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

North Star Investment Management first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • North Star Investment Management held 12 shares of Moelis & Co worth $785 as of Q2 2026.
  • North Star Investment Management left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1580 holding.
  • North Star Investment Management first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.