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Private Advisor Group’s Moelis & Co MC Stock Holding History

Private Advisor Group’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 		$426K Buy
7,474
+1,281
+21% +$83.3K ﹤0.01% 1966
2025
Q4 		$426K Buy
6,193
+95
+2% +$6.34K ﹤0.01% 1929
2025
Q3 		$435K Buy
6,098
+394
+7% +$28.1K ﹤0.01% 1855
2025
Q2 		$355K Buy
5,704
+168
+3% +$9.43K ﹤0.01% 1882
2025
Q1 		$323K Sell
5,536
-403
-7% -$28.4K ﹤0.01% 1828
2024
Q4 		$439K Sell
5,939
-655
-10% -$47.4K ﹤0.01% 1653
2024
Q3 		$452K Buy
6,594
+1,544
+31% +$99.7K ﹤0.01% 1679
2024
Q2 		$287K Buy
5,050
+435
+9% +$23.5K ﹤0.01% 1916
2024
Q1 		$262K Buy
+4,615
New +$252K ﹤0.01% 1939
2020
Q3 		– Sell
-35
Closed -$1K – 2668
2020
Q2 		$1K Buy
+35
New +$1.1K ﹤0.01% 3726

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

Private Advisor Group's MC Position: Q1 2026 in Review

Private Advisor Group increased its Moelis & Co (MC) stake by 21% in Q1 2026, buying an estimated $83.3K and bringing the position to 7,474 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Private Advisor Group first reported a position in MC in Q2 2020 and has held it in 10 quarters since. The position peaked at $452K in Q3 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Private Advisor Group held 7,474 shares of Moelis & Co worth $426K as of Q1 2026.
  • Private Advisor Group bought 1,281 Moelis & Co shares in Q1 2026, an estimated $83.3K.
  • Moelis & Co made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1966 holding.
  • Private Advisor Group first reported a position in Moelis & Co in Q2 2020 and has held it in 10 quarters since.
  • Private Advisor Group's Moelis & Co position peaked at $452K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.