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Profund Advisors’s Moelis & Co MC Stock Holding History

Profund 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 		$255K Buy
3,902
+349
+10% +$22.9K 0.01% 918
2026
Q1 		$203K Sell
3,553
-2,232
-39% -$145K 0.01% 1025
2025
Q4 		$398K Buy
5,785
+2,437
+73% +$163K 0.01% 688
2025
Q3 		$239K Sell
3,348
-79
-2% -$5.64K 0.01% 878
2025
Q2 		$214K Buy
+3,427
New +$192K 0.01% 863
2025
Q1 		– Sell
-3,937
Closed -$291K – 1061
2024
Q4 		$291K Buy
3,937
+272
+7% +$19.7K 0.01% 778
2024
Q3 		$251K Buy
3,665
+91
+3% +$5.88K 0.01% 908
2024
Q2 		$203K Sell
3,574
-157
-4% -$8.48K 0.01% 981
2024
Q1 		$212K Sell
3,731
-527
-12% -$28.8K 0.01% 1053
2023
Q4 		$239K Buy
+4,258
New +$200K 0.01% 917

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

Profund Advisors's MC Position: Q2 2026 in Review

Profund Advisors increased its Moelis & Co (MC) stake by 9.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 3,902 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #918.

Profund Advisors first reported a position in MC in Q4 2023 and has held it in 10 quarters since. The position peaked at $398K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Profund Advisors held 3,902 shares of Moelis & Co worth $255K as of Q2 2026.
  • Profund Advisors bought 349 Moelis & Co shares in Q2 2026, an estimated $22.9K.
  • Moelis & Co made up 0.01% of Profund Advisors's portfolio in Q2 2026, its #918 holding.
  • Profund Advisors first reported a position in Moelis & Co in Q4 2023 and has held it in 10 quarters since.
  • Profund Advisors's Moelis & Co position peaked at $398K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Profund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.