SageView Advisory Group’s Moelis & Co MC Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-85	Closed	-$5.84K	–	1676
2025 Q4	$5.84K	Buy	+85	New	+$5.67K	﹤0.01%	1916

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SageView Advisory Group's MC Position: Q1 2026 in Review

SageView Advisory Group sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 85 shares — an estimated $5.84K sold.

SageView Advisory Group first reported a position in MC in Q4 2025 and held it in 1 quarter. The position peaked at $5.84K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

SageView Advisory Group reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 85 Moelis & Co shares in Q1 2026, an estimated $5.84K.
SageView Advisory Group first reported a position in Moelis & Co in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Moelis & Co position peaked at $5.84K in Q4 2025.
401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.