OIA
MC icon

OneDigital Investment Advisors’s Moelis & Co MC Stock Holding History

OneDigital Investment 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
Q2 		$1.25M Buy
19,164
+3,869
+25% +$254K 0.01% 663
2026
Q1 		$872K Sell
15,295
-64
-0.4% -$4.16K 0.01% 730
2025
Q4 		$1.06M Sell
15,359
-282
-2% -$18.8K 0.01% 659
2025
Q3 		$1.12M Sell
15,641
-39
-0.2% -$2.78K 0.01% 618
2025
Q2 		$977K Buy
15,680
+1,198
+8% +$67.2K 0.01% 644
2025
Q1 		$845K Buy
14,482
+581
+4% +$41K 0.01% 661
2024
Q4 		$1.03M Buy
13,901
+89
+0.6% +$6.44K 0.01% 628
2024
Q3 		$946K Buy
13,812
+172
+1% +$11.1K 0.01% 673
2024
Q2 		$776K Buy
13,640
+2,945
+28% +$159K 0.01% 720
2024
Q1 		$607K Buy
10,695
+258
+2% +$14.1K 0.01% 676
2023
Q4 		$586K Sell
10,437
-267
-2% -$12.5K 0.01% 657
2023
Q3 		$483K Buy
10,704
+96
+0.9% +$4.52K 0.01% 657
2023
Q2 		$481K Sell
10,608
-2,012
-16% -$80.3K 0.01% 658
2023
Q1 		$485K Buy
+12,620
New +$542K 0.01% 634

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

OneDigital Investment Advisors's MC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Moelis & Co (MC) stake by 25% in Q2 2026, buying an estimated $254K and bringing the position to 19,164 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #663.

OneDigital Investment Advisors first reported a position in MC in Q1 2023 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • OneDigital Investment Advisors held 19,164 shares of Moelis & Co worth $1.25M as of Q2 2026.
  • OneDigital Investment Advisors bought 3,869 Moelis & Co shares in Q2 2026, an estimated $254K.
  • Moelis & Co made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #663 holding.
  • OneDigital Investment Advisors first reported a position in Moelis & Co in Q1 2023 and has held it in 14 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.