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O'Rourke & Company’s Moelis & Co MC Stock Holding History

O'Rourke & Company’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 		$420K Buy
6,413
+3
+0% +$197 0.15% 123
2026
Q1 		$365K Sell
6,410
-50
-0.8% -$3.25K 0.14% 122
2025
Q4 		$444K Sell
6,460
-57
-0.9% -$3.8K 0.17% 110
2025
Q3 		$465K Buy
6,517
+21
+0.3% +$1.5K 0.19% 101
2025
Q2 		$405K Sell
6,496
-610
-9% -$34.2K 0.19% 106
2025
Q1 		$415K Buy
7,106
+294
+4% +$20.7K 0.21% 101
2024
Q4 		$503K Buy
6,812
+323
+5% +$23.4K 0.25% 83
2024
Q3 		$445K Buy
6,489
+294
+5% +$19K 0.22% 91
2024
Q2 		$352K Buy
6,195
+14
+0.2% +$757 0.2% 98
2024
Q1 		$351K Buy
6,181
+537
+10% +$29.3K 0.2% 101
2023
Q4 		$317K Buy
5,644
+221
+4% +$10.4K 0.2% 96
2023
Q3 		$245K Sell
5,423
-198
-4% -$9.32K 0.18% 116
2023
Q2 		$255K Buy
5,621
+373
+7% +$14.9K 0.18% 118
2023
Q1 		$202K Sell
5,248
-190
-3% -$8.16K 0.15% 128
2022
Q4 		$209K Buy
+5,438
New +$221K 0.17% 128
2022
Q3 		– Sell
-5,215
Closed -$205K – 120
2022
Q2 		$205K Buy
5,215
+646
+14% +$28.2K 0.17% 110
2022
Q1 		$215K Buy
4,569
+6
+0.1% +$312 0.15% 117
2021
Q4 		$285K Buy
+4,563
New +$306K 0.19% 101

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

O'Rourke & Company's MC Position: Q2 2026 in Review

O'Rourke & Company increased its Moelis & Co (MC) stake by 0.05% in Q2 2026, buying an estimated $197 and bringing the position to 6,413 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #123.

O'Rourke & Company first reported a position in MC in Q4 2021 and has held it in 18 quarters since. The position peaked at $503K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • O'Rourke & Company held 6,413 shares of Moelis & Co worth $420K as of Q2 2026.
  • O'Rourke & Company bought 3 Moelis & Co shares in Q2 2026, an estimated $197.
  • Moelis & Co made up 0.15% of O'Rourke & Company's portfolio in Q2 2026, its #123 holding.
  • O'Rourke & Company first reported a position in Moelis & Co in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Moelis & Co position peaked at $503K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.