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Pallas Capital Advisors’s Moelis & Co MC Stock Holding History

Pallas Capital Advisors’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 		$263K Sell
4,013
-275
-6% -$18K 0.01% 787
2026
Q1 		$244K Buy
4,288
+1,051
+32% +$68.3K 0.01% 699
2025
Q4 		$223K Buy
3,237
+225
+7% +$15K 0.01% 785
2025
Q3 		$215K Buy
+3,012
New +$215K 0.01% 765

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

Pallas Capital Advisors's MC Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Moelis & Co (MC) stake by 6.4% in Q2 2026, selling an estimated $18K and leaving 4,013 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #787.

Pallas Capital Advisors first reported a position in MC in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Pallas Capital Advisors held 4,013 shares of Moelis & Co worth $263K as of Q2 2026.
  • Pallas Capital Advisors sold 275 Moelis & Co shares in Q2 2026, an estimated $18K.
  • Moelis & Co made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #787 holding.
  • Pallas Capital Advisors first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.