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Parallel Advisors’s Moelis & Co MC Stock Holding History

Parallel 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 		$80.9K Sell
1,236
-139
-10% -$9.11K ﹤0.01% 1843
2026
Q1 		$78.4K Buy
1,375
+30
+2% +$1.95K ﹤0.01% 1732
2025
Q4 		$92.5K Buy
1,345
+62
+5% +$4.14K ﹤0.01% 1510
2025
Q3 		$91.5K Hold
1,283
– – ﹤0.01% 1463
2025
Q2 		$80K Sell
1,283
-73
-5% -$4.1K ﹤0.01% 1472
2025
Q1 		$79.1K Sell
1,356
-17
-1% -$1.2K ﹤0.01% 1388
2024
Q4 		$101K Sell
1,373
-15
-1% -$1.08K ﹤0.01% 1262
2024
Q3 		$95.1K Sell
1,388
-153
-10% -$9.88K ﹤0.01% 1280
2024
Q2 		$87.6K Sell
1,541
-139
-8% -$7.51K ﹤0.01% 1235
2024
Q1 		$95.4K Hold
1,680
– – ﹤0.01% 1194
2023
Q4 		$94.3K Sell
1,680
-77
-4% -$3.62K ﹤0.01% 1135
2023
Q3 		$79.3K Sell
1,757
-325
-16% -$15.3K ﹤0.01% 1185
2023
Q2 		$94.4K Sell
2,082
-4,123
-66% -$165K ﹤0.01% 1101
2023
Q1 		$239K Sell
6,205
-918
-13% -$39.4K 0.01% 693
2022
Q4 		$273K Buy
7,123
+6,894
+3,010% +$280K 0.01% 590
2022
Q3 		$8K Buy
229
+137
+149% +$5.74K ﹤0.01% 2089
2022
Q2 		$4K Sell
92
-5
-5% -$218 ﹤0.01% 2358
2022
Q1 		$5K Sell
97
-27
-22% -$1.4K ﹤0.01% 2304
2021
Q4 		$8K Buy
124
+4
+3% +$268 ﹤0.01% 2212
2021
Q3 		$7K Buy
120
+35
+41% +$2.1K ﹤0.01% 2236
2021
Q2 		$5K Hold
85
– – ﹤0.01% 2300
2021
Q1 		$5K Hold
85
– – ﹤0.01% 2195
2020
Q4 		$4K Hold
85
– – ﹤0.01% 2113
2020
Q3 		$3K Hold
85
– – ﹤0.01% 2199
2020
Q2 		$2K Buy
85
+46
+118% +$1.44K ﹤0.01% 2209
2020
Q1 		$1K Buy
+39
New +$1.28K ﹤0.01% 2291
2018
Q1 		– Sell
-24
Closed -$1K – 2138
2017
Q4 		$1K Hold
24
– – ﹤0.01% 1987
2017
Q3 		$1K Hold
24
– – ﹤0.01% 1990
2017
Q2 		$1K Hold
24
– – ﹤0.01% 1998
2017
Q1 		$1K Buy
+24
New +$869 ﹤0.01% 1896

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

Parallel Advisors's MC Position: Q2 2026 in Review

Parallel Advisors reduced its Moelis & Co (MC) stake by 10% in Q2 2026, selling an estimated $9.11K and leaving 1,236 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Parallel Advisors first reported a position in MC in Q1 2017 and has held it in 30 quarters since. The position peaked at $273K in Q4 2022. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Parallel Advisors held 1,236 shares of Moelis & Co worth $80.9K as of Q2 2026.
  • Parallel Advisors sold 139 Moelis & Co shares in Q2 2026, an estimated $9.11K.
  • Moelis & Co made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1843 holding.
  • Parallel Advisors first reported a position in Moelis & Co in Q1 2017 and has held it in 30 quarters since.
  • Parallel Advisors's Moelis & Co position peaked at $273K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.