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Plante Moran Financial Advisors’s Moelis & Co MC Stock Holding History

Plante Moran Financial 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 		$1.7K Buy
+26
New +$1.71K ﹤0.01% 773
2024
Q4 		– Sell
-1,553
Closed -$106K – 961
2024
Q3 		$106K Buy
+1,553
New +$100K 0.01% 275
2023
Q3 		– Sell
-28
Closed -$1.27K – 821
2023
Q2 		$1.27K Hold
28
– – ﹤0.01% 718
2023
Q1 		$1.08K Hold
28
– – ﹤0.01% 735
2022
Q4 		$1.07K Hold
28
– – ﹤0.01% 761
2022
Q3 		$1K Hold
28
– – ﹤0.01% 822
2022
Q2 		$1K Hold
28
– – ﹤0.01% 922
2022
Q1 		$1K Hold
28
– – ﹤0.01% 783
2021
Q4 		$2K Hold
28
– – ﹤0.01% 922
2021
Q3 		$2K Hold
28
– – ﹤0.01% 869
2021
Q2 		$2K Hold
28
– – ﹤0.01% 882
2021
Q1 		$2K Hold
28
– – ﹤0.01% 919
2020
Q4 		$1K Hold
28
– – ﹤0.01% 839
2020
Q3 		$1K Hold
28
– – ﹤0.01% 814
2020
Q2 		$1K Hold
28
– – ﹤0.01% 713
2020
Q1 		$1K Hold
28
– – ﹤0.01% 701
2019
Q4 		$1K Sell
28
-406
-94% -$13.3K ﹤0.01% 724
2019
Q3 		$14K Buy
434
+406
+1,450% +$13.8K ﹤0.01% 547
2019
Q2 		$1K Hold
28
– – ﹤0.01% 761
2019
Q1 		$1K Hold
28
– – ﹤0.01% 749
2018
Q4 		$1K Hold
28
– – ﹤0.01% 815
2018
Q3 		$2K Hold
28
– – ﹤0.01% 702
2018
Q2 		$2K Hold
28
– – ﹤0.01% 735
2018
Q1 		$1K Buy
+28
New +$1.44K ﹤0.01% 909
2017
Q1 		– Sell
-100
Closed -$3K – 963
2016
Q4 		$3K Buy
100
+14
+16% +$395 ﹤0.01% 802
2016
Q3 		$2K Hold
86
– – ﹤0.01% 841
2016
Q2 		$2K Sell
86
-14
-14% -$374 ﹤0.01% 799
2016
Q1 		$3K Buy
+100
New +$2.56K ﹤0.01% 657

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

Plante Moran Financial Advisors's MC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Moelis & Co (MC) in Q2 2026: 26 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MC as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in MC in Q1 2016 and has held it in 28 quarters since. The position peaked at $106K in Q3 2024. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Plante Moran Financial Advisors held 26 shares of Moelis & Co worth $1.7K as of Q2 2026.
  • Moelis & Co was a new Plante Moran Financial Advisors position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #773 holding.
  • Plante Moran Financial Advisors first reported a position in Moelis & Co in Q1 2016 and has held it in 28 quarters since.
  • Plante Moran Financial Advisors's Moelis & Co position peaked at $106K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.