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Oppenheimer Asset Management’s Moelis & Co MC Stock Holding History

Oppenheimer Asset 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 		$3.47M Buy
53,041
+516
+1% +$33.8K 0.04% 448
2026
Q1 		$2.99M Buy
52,525
+1,787
+4% +$116K 0.03% 461
2025
Q4 		$3.49M Sell
50,738
-2,377
-4% -$159K 0.04% 380
2025
Q3 		$3.79M Buy
53,115
+9,512
+22% +$679K 0.04% 403
2025
Q2 		$2.72M Buy
43,603
+7,099
+19% +$398K 0.03% 476
2025
Q1 		$2.13M Sell
36,504
-2,726
-7% -$192K 0.03% 503
2024
Q4 		$2.9M Sell
39,230
-3,133
-7% -$227K 0.04% 448
2024
Q3 		$2.9M Sell
42,363
-8,912
-17% -$575K 0.03% 447
2024
Q2 		$2.92M Buy
51,275
+16,965
+49% +$917K 0.04% 427
2024
Q1 		$1.95M Sell
34,310
-12,053
-26% -$658K 0.03% 496
2023
Q4 		$2.6M Sell
46,363
-2,597
-5% -$122K 0.04% 436
2023
Q3 		$2.21M Sell
48,960
-4,221
-8% -$199K 0.03% 458
2023
Q2 		$2.41M Buy
53,181
+5,755
+12% +$230K 0.04% 451
2023
Q1 		$1.82M Buy
47,426
+14,839
+46% +$637K 0.03% 521
2022
Q4 		$1.25M Buy
32,587
+8,034
+33% +$326K 0.02% 617
2022
Q3 		$830K Buy
24,553
+7,773
+46% +$325K 0.01% 714
2022
Q2 		$661K Buy
+16,780
New +$732K 0.01% 789

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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's MC Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Moelis & Co (MC) stake by 0.98% in Q2 2026, buying an estimated $33.8K and bringing the position to 53,041 shares worth $3.47M. The position accounts for 0.04% of the portfolio, ranked #448.

Oppenheimer Asset Management first reported a position in MC in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.79M in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Oppenheimer Asset Management held 53,041 shares of Moelis & Co worth $3.47M as of Q2 2026.
  • Oppenheimer Asset Management bought 516 Moelis & Co shares in Q2 2026, an estimated $33.8K.
  • Moelis & Co made up 0.04% of Oppenheimer Asset Management's portfolio in Q2 2026, its #448 holding.
  • Oppenheimer Asset Management first reported a position in Moelis & Co in Q2 2022 and has held it in 17 quarters since.
  • Oppenheimer Asset Management's Moelis & Co position peaked at $3.79M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.