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Nuveen’s Moelis & Co MC Stock Holding History

Nuveen’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 		$11.7M Sell
179,466
-21,015
-10% -$1.38M ﹤0.01% 1586
2026
Q1 		$11.4M Sell
200,481
-13,117
-6% -$853K ﹤0.01% 1471
2025
Q4 		$14.7M Sell
213,598
-101,937
-32% -$6.8M ﹤0.01% 1326
2025
Q3 		$22.5M Sell
315,535
-1,704
-0.5% -$122K 0.01% 1072
2025
Q2 		$19.8M Sell
317,239
-17,946
-5% -$1.01M 0.01% 1105
2025
Q1 		$19.6M Buy
335,185
+157,678
+89% +$11.1M 0.01% 1144
2024
Q4 		$13.1M Sell
177,507
-1,107
-0.6% -$80.1K ﹤0.01% 1450
2024
Q3 		$12.2M Sell
178,614
-29,298
-14% -$1.89M ﹤0.01% 1487
2024
Q2 		$11.8M Buy
207,912
+2,020
+1% +$109K ﹤0.01% 1485
2024
Q1 		$11.7M Buy
205,892
+183
+0.1% +$9.99K ﹤0.01% 1505
2023
Q4 		$11.5M Buy
205,709
+35,184
+21% +$1.65M ﹤0.01% 1508
2023
Q3 		$7.7M Sell
170,525
-1,588
-0.9% -$74.7K ﹤0.01% 1628
2023
Q2 		$7.8M Buy
172,113
+3,918
+2% +$156K ﹤0.01% 1657
2023
Q1 		$6.46M Sell
168,195
-22,001
-12% -$945K ﹤0.01% 1747
2022
Q4 		$7.3M Sell
190,196
-35,054
-16% -$1.42M ﹤0.01% 1690
2022
Q3 		$7.62M Sell
225,250
-58,214
-21% -$2.44M ﹤0.01% 1653
2022
Q2 		$11.2M Sell
283,464
-23,630
-8% -$1.03M ﹤0.01% 1431
2022
Q1 		$14.2M Sell
307,094
-5,965
-2% -$310K ﹤0.01% 1406
2021
Q4 		$19M Buy
313,059
+7,226
+2% +$484K 0.01% 1260
2021
Q3 		$18.9M Sell
305,833
-12,551
-4% -$752K 0.01% 1309
2021
Q2 		$18.1M Buy
318,384
+50,850
+19% +$2.76M 0.01% 1447
2021
Q1 		$14.7M Buy
267,534
+69,437
+35% +$3.72M ﹤0.01% 1548
2020
Q4 		$9.26M Buy
198,097
+3,956
+2% +$159K ﹤0.01% 1754
2020
Q3 		$6.82M Sell
194,141
-3,531
-2% -$112K ﹤0.01% 1750
2020
Q2 		$6.16M Sell
197,672
-160,077
-45% -$5.02M ﹤0.01% 1786
2020
Q1 		$10.1M Buy
357,749
+123,082
+52% +$4.04M ﹤0.01% 1288
2019
Q4 		$7.49M Buy
234,667
+47,395
+25% +$1.55M ﹤0.01% 1755
2019
Q3 		$6.15M Buy
187,272
+3,286
+2% +$111K ﹤0.01% 1845
2019
Q2 		$6.43M Buy
+183,986
New +$6.65M ﹤0.01% 1852

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

Nuveen's MC Position: Q2 2026 in Review

Nuveen reduced its Moelis & Co (MC) stake by 10% in Q2 2026, selling an estimated $1.38M and leaving 179,466 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Nuveen first reported a position in MC in Q2 2019 and has held it in 29 quarters since. The position peaked at $22.5M in Q3 2025. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Nuveen held 179,466 shares of Moelis & Co worth $11.7M as of Q2 2026.
  • Nuveen sold 21,015 Moelis & Co shares in Q2 2026, an estimated $1.38M.
  • Moelis & Co made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #1586 holding.
  • Nuveen first reported a position in Moelis & Co in Q2 2019 and has held it in 29 quarters since.
  • Nuveen's Moelis & Co position peaked at $22.5M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.