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&Partners’s Moelis & Co MC Stock Holding History

&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 		$4.43M Buy
67,660
+10,217
+18% +$670K 0.02% 648
2026
Q1 		$3.28M Buy
57,443
+4,452
+8% +$289K 0.02% 695
2025
Q4 		$3.64M Buy
52,991
+1,597
+3% +$107K 0.02% 608
2025
Q3 		$3.67M Buy
51,394
+1,236
+2% +$88.2K 0.02% 519
2025
Q2 		$3.11M Buy
50,158
+4,323
+9% +$243K 0.02% 501
2025
Q1 		$2.65M Buy
45,835
+3,999
+10% +$282K 0.03% 445
2024
Q4 		$3.13M Buy
41,836
+29,042
+227% +$2.1M 0.04% 372
2024
Q3 		$877K Buy
12,794
+3,685
+40% +$238K 0.02% 617
2024
Q2 		$517K Buy
+9,109
New +$492K 0.02% 531

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

&Partners's MC Position: Q2 2026 in Review

&Partners increased its Moelis & Co (MC) stake by 18% in Q2 2026, buying an estimated $670K and bringing the position to 67,660 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #648.

&Partners first reported a position in MC in Q2 2024 and has held it in 9 quarters since. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • &Partners held 67,660 shares of Moelis & Co worth $4.43M as of Q2 2026.
  • &Partners bought 10,217 Moelis & Co shares in Q2 2026, an estimated $670K.
  • Moelis & Co made up 0.02% of &Partners's portfolio in Q2 2026, its #648 holding.
  • &Partners first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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