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Simon Quick Advisors’s Moelis & Co MC Stock Holding History

Simon Quick 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
-3,280
Closed -$225K – 398
2025
Q4 		$225K Sell
3,280
-2
-0.1% -$133 0.01% 356
2025
Q3 		$234K Hold
3,282
– – 0.01% 367
2025
Q2 		$205K Sell
3,282
-1,436
-30% -$80.6K 0.01% 345
2025
Q1 		$275K Buy
4,718
+1,250
+36% +$88.1K 0.02% 463
2024
Q4 		$256K Sell
3,468
-74
-2% -$5.36K 0.02% 385
2024
Q3 		$243K Buy
3,542
+8
+0.2% +$516 0.02% 365
2024
Q2 		$201K Buy
3,534
+4
+0.1% +$216 0.01% 364
2024
Q1 		$200K Buy
+3,530
New +$193K 0.02% 389
2022
Q2 		– Sell
-2,253
Closed -$106K – 308
2022
Q1 		$106K Hold
2,253
– – 0.03% 140
2021
Q4 		$141K Sell
2,253
-1,101
-33% -$73.8K 0.04% 136
2021
Q3 		$207K Hold
3,354
– – 0.05% 120
2021
Q2 		$190K Hold
3,354
– – 0.05% 111
2021
Q1 		$184K Sell
3,354
-489
-13% -$26.2K 0.05% 108
2020
Q4 		$180K Buy
3,843
+1,101
+40% +$44.3K 0.05% 112
2020
Q3 		$96K Hold
2,742
– – 0.03% 137
2020
Q2 		$85K Hold
2,742
– – 0.03% 142
2020
Q1 		$77K Buy
2,742
+1,503
+121% +$49.3K 0.03% 143
2019
Q4 		$40K Hold
1,239
– – 0.01% 251
2019
Q3 		$41K Buy
+1,239
New +$42K 0.02% 195
2019
Q2 		– Sell
-1,239
Closed -$52K – 557
2019
Q1 		$52K Hold
1,239
– – 0.02% 194
2018
Q4 		$43K Hold
1,239
– – 0.02% 194
2018
Q3 		$68K Sell
1,239
-629
-34% -$36.9K 0.03% 145
2018
Q2 		$109K Buy
+1,868
New +$107K 0.05% 114
2018
Q1 		– Sell
-1,868
Closed -$97K – 386
2017
Q4 		$97K Hold
1,868
– – 0.04% 157
2017
Q3 		$80K Buy
+1,868
New +$74.7K 0.03% 216

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

Simon Quick Advisors's MC Position: Q1 2026 in Review

Simon Quick Advisors sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 3,280 shares — an estimated $225K sold.

Simon Quick Advisors first reported a position in MC in Q3 2017 and held it in 25 quarters. The position peaked at $275K in Q1 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Simon Quick Advisors reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 3,280 Moelis & Co shares in Q1 2026, an estimated $225K.
  • Simon Quick Advisors first reported a position in Moelis & Co in Q3 2017 and held it in 25 quarters.
  • Simon Quick Advisors's Moelis & Co position peaked at $275K in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.