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Palisades Investment Partners’s Moelis & Co MC Stock Holding History

Palisades Investment Partners’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 		$5.53M Buy
84,500
+6,873
+9% +$451K 1.57% 27
2026
Q1 		$4.42M Sell
77,627
-313
-0.4% -$20.3K 1.73% 28
2025
Q4 		$5.36M Buy
77,940
+1,603
+2% +$107K 2.02% 20
2025
Q3 		$5.44M Buy
76,337
+335
+0.4% +$23.9K 2.14% 20
2025
Q2 		$4.74M Sell
76,002
-728
-0.9% -$40.9K 2.07% 20
2025
Q1 		$4.48M Buy
76,730
+204
+0.3% +$14.4K 2.25% 18
2024
Q4 		$5.65M Buy
76,526
+6,511
+9% +$471K 2.39% 16
2024
Q3 		$4.8M Buy
70,015
+4,147
+6% +$268K 2.09% 17
2024
Q2 		$3.75M Buy
+65,868
New +$3.56M 1.85% 19

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Palisades Investment Partners's MC Position: Q2 2026 in Review

Palisades Investment Partners increased its Moelis & Co (MC) stake by 8.9% in Q2 2026, buying an estimated $451K and bringing the position to 84,500 shares worth $5.53M. The position accounts for 1.57% of the portfolio, ranked #27.

Palisades Investment Partners first reported a position in MC in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.65M in Q4 2024. 140 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Palisades Investment Partners held 84,500 shares of Moelis & Co worth $5.53M as of Q2 2026.
  • Palisades Investment Partners bought 6,873 Moelis & Co shares in Q2 2026, an estimated $451K.
  • Moelis & Co made up 1.57% of Palisades Investment Partners's portfolio in Q2 2026, its #27 holding.
  • Palisades Investment Partners first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • Palisades Investment Partners's Moelis & Co position peaked at $5.65M in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.