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Salomon & Ludwin’s Moelis & Co MC Stock Holding History

Salomon & Ludwin’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 		$39.6K Buy
596
+391
+191% +$25.6K ﹤0.01% 668
2026
Q1 		$11.5K Sell
205
-464
-69% -$30.2K ﹤0.01% 1452
2025
Q4 		$49.9K Sell
669
-10
-1% -$667 ﹤0.01% 412
2025
Q3 		$46.4K Buy
+679
New +$48.5K ﹤0.01% 401

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

Salomon & Ludwin's MC Position: Q2 2026 in Review

Salomon & Ludwin increased its Moelis & Co (MC) stake by 191% in Q2 2026, buying an estimated $25.6K and bringing the position to 596 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Salomon & Ludwin first reported a position in MC in Q3 2025 and has held it in 4 quarters since. The position peaked at $49.9K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Salomon & Ludwin held 596 shares of Moelis & Co worth $39.6K as of Q2 2026.
  • Salomon & Ludwin bought 391 Moelis & Co shares in Q2 2026, an estimated $25.6K.
  • Moelis & Co made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #668 holding.
  • Salomon & Ludwin first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Moelis & Co position peaked at $49.9K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.