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Novem Group’s Moelis & Co MC Stock Holding History

Novem Group’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 		$1.04M Buy
+15,858
New +$1.04M 0.11% 182

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

Novem Group's MC Position: Q2 2026 in Review

Novem Group opened a new position in Moelis & Co (MC) in Q2 2026: 15,858 shares worth $1.04M. The stake represents 0.11% of the portfolio and ranks #182 among its holdings.

394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Novem Group held 15,858 shares of Moelis & Co worth $1.04M as of Q2 2026.
  • Moelis & Co was a new Novem Group position in Q2 2026.
  • Moelis & Co made up 0.11% of Novem Group's portfolio in Q2 2026, its #182 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.