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SignatureFD’s Moelis & Co MC Stock Holding History

SignatureFD’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 		$75.4K Sell
1,153
-23
-2% -$1.51K ﹤0.01% 1616
2026
Q1 		$67K Buy
1,176
+23
+2% +$1.5K ﹤0.01% 1554
2025
Q4 		$79.3K Sell
1,153
-7
-0.6% -$467 ﹤0.01% 1419
2025
Q3 		$82.7K Buy
1,160
+7
+0.6% +$500 ﹤0.01% 1387
2025
Q2 		$71.9K Sell
1,153
-18
-2% -$1.01K ﹤0.01% 1396
2025
Q1 		$68.3K Hold
1,171
– – ﹤0.01% 1410
2024
Q4 		$86.5K Sell
1,171
-29
-2% -$2.1K ﹤0.01% 1310
2024
Q3 		$82.2K Sell
1,200
-14
-1% -$904 ﹤0.01% 1318
2024
Q2 		$69K Hold
1,214
– – ﹤0.01% 1352
2024
Q1 		$68.9K Hold
1,214
– – ﹤0.01% 1386
2023
Q4 		$68.1K Sell
1,214
-7
-0.6% -$329 ﹤0.01% 1319
2023
Q3 		$55.1K Sell
1,221
-17
-1% -$800 ﹤0.01% 1342
2023
Q2 		$56.1K Sell
1,238
-145
-10% -$5.79K ﹤0.01% 1361
2023
Q1 		$53.2K Sell
1,383
-371
-21% -$15.9K ﹤0.01% 1359
2022
Q4 		$67.3K Buy
1,754
+489
+39% +$19.8K ﹤0.01% 1203
2022
Q3 		$43K Buy
1,265
+918
+265% +$38.4K ﹤0.01% 1344
2022
Q2 		$14K Buy
347
+210
+153% +$9.16K ﹤0.01% 1952
2022
Q1 		$6K Sell
137
-31
-18% -$1.61K ﹤0.01% 2411
2021
Q4 		$11K Buy
168
+11
+7% +$737 ﹤0.01% 2088
2021
Q3 		$10K Buy
157
+15
+11% +$899 ﹤0.01% 2070
2021
Q2 		$8K Buy
+142
New +$7.71K ﹤0.01% 2092
2020
Q2 		– Sell
-31
Closed -$1K – 2596
2020
Q1 		$1K Buy
+31
New +$1.02K ﹤0.01% 2139

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SignatureFD's MC Position: Q2 2026 in Review

SignatureFD reduced its Moelis & Co (MC) stake by 2% in Q2 2026, selling an estimated $1.51K and leaving 1,153 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

SignatureFD first reported a position in MC in Q1 2020 and has held it in 22 quarters since. The position peaked at $86.5K in Q4 2024. 76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • SignatureFD held 1,153 shares of Moelis & Co worth $75.4K as of Q2 2026.
  • SignatureFD sold 23 Moelis & Co shares in Q2 2026, an estimated $1.51K.
  • Moelis & Co made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1616 holding.
  • SignatureFD first reported a position in Moelis & Co in Q1 2020 and has held it in 22 quarters since.
  • SignatureFD's Moelis & Co position peaked at $86.5K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.