SA
MC icon

Sanctuary Advisors’s Moelis & Co MC Stock Holding History

Sanctuary Advisors’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 		$414K Buy
6,322
+641
+11% +$42K ﹤0.01% 2110
2026
Q1 		$324K Sell
5,681
-4,977
-47% -$324K ﹤0.01% 2042
2025
Q4 		$733K Sell
10,658
-406
-4% -$27.1K ﹤0.01% 1493
2025
Q3 		$789K Buy
11,064
+213
+2% +$15.2K ﹤0.01% 1428
2025
Q2 		$676K Buy
10,851
+587
+6% +$32.9K ﹤0.01% 1439
2025
Q1 		$599K Sell
10,264
-1,875
-15% -$132K ﹤0.01% 1417
2024
Q4 		$944K Sell
12,139
-75
-0.6% -$5.43K 0.01% 1292
2024
Q3 		$917K Buy
12,214
+2,463
+25% +$159K 0.01% 1300
2024
Q2 		$485K Buy
+9,751
New +$527K ﹤0.01% 1663

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

Sanctuary Advisors's MC Position: Q2 2026 in Review

Sanctuary Advisors increased its Moelis & Co (MC) stake by 11% in Q2 2026, buying an estimated $42K and bringing the position to 6,322 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Sanctuary Advisors first reported a position in MC in Q2 2024 and has held it in 9 quarters since. The position peaked at $944K in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Sanctuary Advisors held 6,322 shares of Moelis & Co worth $414K as of Q2 2026.
  • Sanctuary Advisors bought 641 Moelis & Co shares in Q2 2026, an estimated $42K.
  • Moelis & Co made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2110 holding.
  • Sanctuary Advisors first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Moelis & Co position peaked at $944K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.