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Sierra Summit Advisors’s Moelis & Co MC Stock Holding History

Sierra Summit 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
Q1 		– Sell
-12,686
Closed -$872K – 207
2025
Q4 		$872K Buy
+12,686
New +$847K 0.13% 110
2025
Q3 		– Sell
-11,561
Closed -$720K – 199
2025
Q2 		$720K Buy
+11,561
New +$649K 0.13% 117

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Sierra Summit Advisors's MC Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 12,686 shares — an estimated $872K sold.

Sierra Summit Advisors first reported a position in MC in Q2 2025 and held it in 2 quarters. The position peaked at $872K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Sierra Summit Advisors reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 12,686 Moelis & Co shares in Q1 2026, an estimated $872K.
  • Sierra Summit Advisors first reported a position in Moelis & Co in Q2 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's Moelis & Co position peaked at $872K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.