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Princeton Capital Management’s Moelis & Co MC Stock Holding History

Princeton Capital 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
-4,000
Closed -$275K – 147
2025
Q4 		$275K Hold
4,000
– – 0.07% 119
2025
Q3 		$285K Hold
4,000
– – 0.08% 107
2025
Q2 		$249K Hold
4,000
– – 0.07% 108
2025
Q1 		$233K Buy
4,000
+1,000
+33% +$70.5K 0.08% 100
2024
Q4 		$222K Buy
+3,000
New +$217K 0.07% 105

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Vanguard Portfolio Management
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WA
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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

Princeton Capital Management's MC Position: Q1 2026 in Review

Princeton Capital Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 4,000 shares — an estimated $275K sold.

Princeton Capital Management first reported a position in MC in Q4 2024 and held it in 5 quarters. The position peaked at $285K in Q3 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Princeton Capital Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Princeton Capital Management sold 4,000 Moelis & Co shares in Q1 2026, an estimated $275K.
  • Princeton Capital Management first reported a position in Moelis & Co in Q4 2024 and held it in 5 quarters.
  • Princeton Capital Management's Moelis & Co position peaked at $285K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.