PMAM
MC icon

Picton Mahoney Asset Management’s Moelis & Co MC Stock Holding History

Picton Mahoney 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 		– Sell
-6,670
Closed -$458K – 1348
2025
Q4 		$458K Buy
+6,670
New +$445K ﹤0.01% 684
2025
Q3 		– Sell
-7,161
Closed -$446K – 1154
2025
Q2 		$446K Buy
7,161
+95
+1% +$5.33K ﹤0.01% 528
2025
Q1 		$412K Buy
+7,066
New +$498K 0.01% 362

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Picton Mahoney Asset Management's MC Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 6,670 shares — an estimated $458K sold.

Picton Mahoney Asset Management first reported a position in MC in Q1 2025 and held it in 3 quarters. The position peaked at $458K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Picton Mahoney Asset Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 6,670 Moelis & Co shares in Q1 2026, an estimated $458K.
  • Picton Mahoney Asset Management first reported a position in Moelis & Co in Q1 2025 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Moelis & Co position peaked at $458K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.