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Pier Capital’s Moelis & Co MC Stock Holding History

Pier Capital’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 		$6.85M Sell
104,681
-34,141
-25% -$2.24M 0.91% 55
2026
Q1 		$7.91M Sell
138,822
-2,530
-2% -$164K 1.31% 23
2025
Q4 		$9.72M Sell
141,352
-1,208
-0.8% -$80.6K 1.55% 9
2025
Q3 		$10.2M Sell
142,560
-7,518
-5% -$537K 1.59% 5
2025
Q2 		$9.35M Sell
150,078
-7,601
-5% -$427K 1.43% 15
2025
Q1 		$9.2M Buy
157,679
+49,938
+46% +$3.52M 1.54% 14
2024
Q4 		$7.96M Sell
107,741
-11,248
-9% -$814K 1.14% 46
2024
Q3 		$8.15M Buy
+118,989
New +$7.68M 1.15% 36
2022
Q1 		– Sell
-105,975
Closed -$6.62M – 109
2021
Q4 		$6.62M Sell
105,975
-81,006
-43% -$5.43M 0.7% 76
2021
Q3 		$11.6M Sell
186,981
-2,846
-1% -$170K 1.2% 35
2021
Q2 		$10.8M Sell
189,827
-26,465
-12% -$1.44M 1.08% 48
2021
Q1 		$11.9M Buy
+216,292
New +$11.6M 1.13% 38
2020
Q3 		– Sell
-217,984
Closed -$6.79M – 117
2020
Q2 		$6.79M Buy
217,984
+125,944
+137% +$3.95M 1.09% 42
2020
Q1 		$2.59M Sell
92,040
-162,683
-64% -$5.34M 0.57% 92
2019
Q4 		$8.13M Sell
254,723
-2,212
-0.9% -$72.4K 1.33% 15
2019
Q3 		$8.44M Buy
256,935
+11,901
+5% +$404K 1.43% 7
2019
Q2 		$8.56M Buy
245,034
+41,035
+20% +$1.48M 1.32% 8
2019
Q1 		$8.49M Buy
203,999
+21,642
+12% +$925K 1.32% 13
2018
Q4 		$6.27M Buy
182,357
+106,856
+142% +$4.54M 1.24% 21
2018
Q3 		$4.14M Buy
75,501
+13,702
+22% +$804K 0.52% 97
2018
Q2 		$3.63M Sell
61,799
-91,362
-60% -$5.25M 0.5% 96
2018
Q1 		$7.79M Sell
153,161
-9,001
-6% -$461K 1.33% 6
2017
Q4 		$7.87M Sell
162,162
-3,818
-2% -$172K 1.34% 6
2017
Q3 		$7.14M Buy
+165,980
New +$6.64M 1.24% 12

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Pier Capital's MC Position: Q2 2026 in Review

Pier Capital reduced its Moelis & Co (MC) stake by 25% in Q2 2026, selling an estimated $2.24M and leaving 104,681 shares worth $6.85M. The position accounts for 0.91% of the portfolio, ranked #55.

Pier Capital first reported a position in MC in Q3 2017 and has held it in 24 quarters since. The position peaked at $11.9M in Q1 2021. 308 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Pier Capital held 104,681 shares of Moelis & Co worth $6.85M as of Q2 2026.
  • Pier Capital sold 34,141 Moelis & Co shares in Q2 2026, an estimated $2.24M.
  • Moelis & Co made up 0.91% of Pier Capital's portfolio in Q2 2026, its #55 holding.
  • Pier Capital first reported a position in Moelis & Co in Q3 2017 and has held it in 24 quarters since.
  • Pier Capital's Moelis & Co position peaked at $11.9M in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Pier Capital's 13F filing for Q2 2026, filed 5 Aug 2026.