Pictet Asset Management
MC icon

Pictet Asset Management’s Moelis & Co MC Stock Holding History

Pictet Asset Management’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 		$696K Buy
12,218
+703
+6% +$45.7K ﹤0.01% 1276
2025
Q4 		$792K Buy
11,515
+798
+7% +$53.3K ﹤0.01% 1216
2025
Q3 		$764K Buy
10,717
+1,190
+12% +$85K ﹤0.01% 1180
2025
Q2 		$594K Sell
9,527
-857
-8% -$48.1K ﹤0.01% 1285
2025
Q1 		$606K Buy
10,384
+481
+5% +$33.9K ﹤0.01% 1268
2024
Q4 		$732K Sell
9,903
-193
-2% -$14K ﹤0.01% 1229
2024
Q3 		$692K Buy
10,096
+815
+9% +$52.6K ﹤0.01% 1205
2024
Q2 		$528K Sell
9,281
-152
-2% -$8.21K ﹤0.01% 1257
2024
Q1 		$536K Buy
9,433
+1,809
+24% +$98.8K ﹤0.01% 1276
2023
Q4 		$428K Hold
7,624
– – ﹤0.01% 1351
2023
Q3 		$344K Buy
+7,624
New +$359K ﹤0.01% 1400

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

Pictet Asset Management's MC Position: Q1 2026 in Review

Pictet Asset Management increased its Moelis & Co (MC) stake by 6.1% in Q1 2026, buying an estimated $45.7K and bringing the position to 12,218 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Pictet Asset Management first reported a position in MC in Q3 2023 and has held it in 11 quarters since. The position peaked at $792K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Pictet Asset Management held 12,218 shares of Moelis & Co worth $696K as of Q1 2026.
  • Pictet Asset Management bought 703 Moelis & Co shares in Q1 2026, an estimated $45.7K.
  • Moelis & Co made up ﹤0.01% of Pictet Asset Management's portfolio in Q1 2026, its #1276 holding.
  • Pictet Asset Management first reported a position in Moelis & Co in Q3 2023 and has held it in 11 quarters since.
  • Pictet Asset Management's Moelis & Co position peaked at $792K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.