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Rothschild Investment LLC’s Moelis & Co MC Stock Holding History

Rothschild Investment LLC’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 		$17.5K Sell
268
-31
-10% -$2.03K ﹤0.01% 1593
2026
Q1 		$17K Buy
299
+63
+27% +$4.1K ﹤0.01% 1479
2025
Q4 		$16.2K Buy
236
+116
+97% +$7.74K ﹤0.01% 1392
2025
Q3 		$8.56K Sell
120
-25
-17% -$1.78K ﹤0.01% 1504
2025
Q2 		$9.04K Buy
145
+40
+38% +$2.25K ﹤0.01% 1255
2025
Q1 		$6.13K Buy
105
+15
+17% +$1.06K ﹤0.01% 1343
2024
Q4 		$6.65K Buy
90
+10
+13% +$724 ﹤0.01% 1255
2024
Q3 		$5.48K Buy
80
+35
+78% +$2.26K ﹤0.01% 1264
2024
Q2 		$2.56K Buy
45
+40
+800% +$2.16K ﹤0.01% 1322
2024
Q1 		$284 Buy
+5
New +$273 ﹤0.01% 1584

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rothschild Investment LLC's MC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Moelis & Co (MC) stake by 10% in Q2 2026, selling an estimated $2.03K and leaving 268 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Rothschild Investment LLC first reported a position in MC in Q1 2024 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Rothschild Investment LLC held 268 shares of Moelis & Co worth $17.5K as of Q2 2026.
  • Rothschild Investment LLC sold 31 Moelis & Co shares in Q2 2026, an estimated $2.03K.
  • Moelis & Co made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1593 holding.
  • Rothschild Investment LLC first reported a position in Moelis & Co in Q1 2024 and has held it in 10 quarters since.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.