Optima Capital’s Moelis & Co MC Stock Holding History

Optima Capital’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 Q1	–	Sell	-48	Closed	-$3.3K	–	824
2025 Q4	$3.3K	Buy	+48	New	+$3.2K	﹤0.01%	682

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optima Capital's MC Position: Q1 2026 in Review

Optima Capital sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 48 shares — an estimated $3.3K sold.

Optima Capital first reported a position in MC in Q4 2025 and held it in 1 quarter. The position peaked at $3.3K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Optima Capital reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 48 Moelis & Co shares in Q1 2026, an estimated $3.3K.
Optima Capital first reported a position in Moelis & Co in Q4 2025 and held it in 1 quarter.
Optima Capital's Moelis & Co position peaked at $3.3K in Q4 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.