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Quantbot Technologies’s Moelis & Co MC Stock Holding History

Quantbot Technologies’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 		$206K Buy
+3,150
New +$207K 0.01% 1257
2025
Q3 		– Sell
-13,789
Closed -$859K – 1970
2025
Q2 		$859K Sell
13,789
-17,036
-55% -$956K 0.02% 829
2025
Q1 		$1.8M Buy
30,825
+7,960
+35% +$561K 0.06% 484
2024
Q4 		$1.69M Buy
22,865
+16,563
+263% +$1.2M 0.06% 466
2024
Q3 		$432K Sell
6,302
-10,517
-63% -$679K 0.02% 866
2024
Q2 		$956K Sell
16,819
-10,795
-39% -$583K 0.05% 556
2024
Q1 		$1.57M Buy
+27,614
New +$1.51M 0.09% 350
2023
Q4 		– Sell
-3,849
Closed -$174K – 1820
2023
Q3 		$174K Buy
+3,849
New +$181K 0.01% 949
2022
Q1 		– Sell
-1,438
Closed -$89K – 1888
2021
Q4 		$89K Buy
+1,438
New +$96.3K 0.01% 900
2021
Q3 		– Sell
-14,118
Closed -$803K – 1731
2021
Q2 		$803K Sell
14,118
-8,914
-39% -$484K 0.06% 419
2021
Q1 		$1.26M Buy
23,032
+21,153
+1,126% +$1.13M 0.12% 247
2020
Q4 		$87K Buy
1,879
+1,473
+363% +$59.2K 0.01% 768
2020
Q3 		$14K Sell
406
-841
-67% -$26.6K ﹤0.01% 1062
2020
Q2 		$38K Buy
+1,247
New +$39.1K 0.01% 760
2020
Q1 		– Sell
-14,559
Closed -$464K – 1176
2019
Q4 		$464K Buy
14,559
+10,400
+250% +$340K 0.05% 431
2019
Q3 		$136K Sell
4,159
-10,888
-72% -$369K 0.01% 769
2019
Q2 		$525K Buy
15,047
+13,947
+1,268% +$504K 0.05% 371
2019
Q1 		$45K Sell
1,100
-2,631
-71% -$112K ﹤0.01% 854
2018
Q4 		$128K Buy
3,731
+1,293
+53% +$54.9K 0.01% 706
2018
Q3 		$133K Sell
2,438
-3,580
-59% -$210K 0.01% 812
2018
Q2 		$352K Buy
+6,018
New +$346K 0.02% 655
2018
Q1 		– Sell
-3,394
Closed -$164K – 1382
2017
Q4 		$164K Buy
+3,394
New +$153K 0.02% 745

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

Quantbot Technologies's MC Position: Q2 2026 in Review

Quantbot Technologies opened a new position in Moelis & Co (MC) in Q2 2026: 3,150 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Quantbot Technologies previously reported a position in MC as recently as Q2 2025.

Quantbot Technologies first reported a position in MC in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.8M in Q1 2025. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Quantbot Technologies held 3,150 shares of Moelis & Co worth $206K as of Q2 2026.
  • Moelis & Co was a new Quantbot Technologies position in Q2 2026.
  • Moelis & Co made up 0.01% of Quantbot Technologies's portfolio in Q2 2026, its #1257 holding.
  • Quantbot Technologies first reported a position in Moelis & Co in Q4 2017 and has held it in 22 quarters since.
  • Quantbot Technologies's Moelis & Co position peaked at $1.8M in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.