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Sage Rhino Capital’s Moelis & Co MC Stock Holding History

Sage Rhino 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 		$217K Buy
+3,310
New +$217K 0.04% 327
2026
Q1 		– Sell
-2,954
Closed -$203K – 347
2025
Q4 		$203K Sell
2,954
-36
-1% -$2.4K 0.04% 287
2025
Q3 		$213K Buy
+2,990
New +$213K 0.04% 255

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

Sage Rhino Capital's MC Position: Q2 2026 in Review

Sage Rhino Capital opened a new position in Moelis & Co (MC) in Q2 2026: 3,310 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #327 among its holdings. This is a return to the name: Sage Rhino Capital previously reported a position in MC as recently as Q4 2025.

Sage Rhino Capital first reported a position in MC in Q3 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Sage Rhino Capital held 3,310 shares of Moelis & Co worth $217K as of Q2 2026.
  • Moelis & Co was a new Sage Rhino Capital position in Q2 2026.
  • Moelis & Co made up 0.04% of Sage Rhino Capital's portfolio in Q2 2026, its #327 holding.
  • Sage Rhino Capital first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.