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Roubaix Capital’s Moelis & Co MC Stock Holding History

Roubaix Capital’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 		– Sell
-40,967
Closed -$2.34M – 57
2026
Q1 		$2.34M Buy
+40,967
New +$2.66M 1.09% 43
2019
Q3 		– Sell
-56,958
Closed -$1.99M – 42
2019
Q2 		$1.99M Sell
56,958
-21,842
-28% -$790K 1.66% 29
2019
Q1 		$3.28M Buy
+78,800
New +$3.37M 3.25% 11

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

Roubaix Capital's MC Position: Q2 2026 in Review

Roubaix Capital sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 40,967 shares — an estimated $2.34M sold.

Roubaix Capital first reported a position in MC in Q1 2019 and held it in 3 quarters. The position peaked at $3.28M in Q1 2019. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Roubaix Capital reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Roubaix Capital sold 40,967 Moelis & Co shares in Q2 2026, an estimated $2.34M.
  • Roubaix Capital first reported a position in Moelis & Co in Q1 2019 and held it in 3 quarters.
  • Roubaix Capital's Moelis & Co position peaked at $3.28M in Q1 2019.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Roubaix Capital's 13F filing for Q2 2026, filed 10 Aug 2026.