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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

O'Rourke & Company's MC Position: Q1 2026 in Review

O'Rourke & Company reduced its Moelis & Co (MC) stake by 0.77% in Q1 2026, selling an estimated $3.25K and leaving 6,410 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #122.

O'Rourke & Company first reported a position in MC in Q4 2021 and has held it in 17 quarters since. The position peaked at $503K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • O'Rourke & Company held 6,410 shares of Moelis & Co worth $365K as of Q1 2026.
  • O'Rourke & Company sold 50 Moelis & Co shares in Q1 2026, an estimated $3.25K.
  • Moelis & Co made up 0.14% of O'Rourke & Company's portfolio in Q1 2026, its #122 holding.
  • O'Rourke & Company first reported a position in Moelis & Co in Q4 2021 and has held it in 17 quarters since.
  • O'Rourke & Company's Moelis & Co position peaked at $503K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.