Simplex Trading
MC icon

Simplex Trading’s Moelis & Co MC Stock Holding History

Simplex Trading’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 		$2.22K Sell
39
-641
-94% -$41.7K ﹤0.01% 8334
2025
Q4 		$46.7K Sell
680
-128
-16% -$8.54K ﹤0.01% 5716
2025
Q3 		$57K Buy
+808
New +$57.7K ﹤0.01% 6321
2025
Q2 		– Sell
-11
Closed -$617 – 9297
2025
Q1 		$0 Buy
+11
New +$776 ﹤0.01% 9184
2024
Q3 		– Sell
-1,909
Closed -$123K – 9117
2024
Q2 		$108K Buy
1,909
+1,300
+213% +$70.3K ﹤0.01% 5302
2024
Q1 		$34K Buy
+609
New +$33.3K ﹤0.01% 6644
2023
Q2 		– Sell
-838
Closed -$33.4K – 9537
2023
Q1 		$32K Buy
+838
New +$36K ﹤0.01% 6426
2022
Q2 		– Sell
-91
Closed -$3.97K – 10620
2022
Q1 		$4K Sell
91
-540
-86% -$28.1K ﹤0.01% 9574
2021
Q4 		$39K Sell
631
-3,920
-86% -$263K ﹤0.01% 7570
2021
Q3 		$259K Sell
4,551
-811
-15% -$48.6K ﹤0.01% 5156
2021
Q2 		$305K Buy
5,362
+3,854
+256% +$209K ﹤0.01% 4958
2021
Q1 		$82K Buy
1,508
+1,202
+393% +$64.4K ﹤0.01% 6014
2020
Q4 		$14K Buy
306
+53
+21% +$2.13K ﹤0.01% 7202
2020
Q3 		$8K Buy
+253
New +$8K ﹤0.01% 6899
2020
Q2 		– Sell
-2,995
Closed -$94K – 8034
2020
Q1 		$84K Sell
2,995
-4,430
-60% -$145K ﹤0.01% 4559
2019
Q4 		$237K Buy
7,425
+7,046
+1,859% +$231K ﹤0.01% 3571
2019
Q3 		$12K Sell
379
-4,580
-92% -$155K ﹤0.01% 6148
2019
Q2 		$173K Buy
4,959
+3,959
+396% +$143K ﹤0.01% 3609
2019
Q1 		$41K Buy
+1,000
New +$42.7K ﹤0.01% 5170

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading's MC Position: Q1 2026 in Review

Simplex Trading reduced its Moelis & Co (MC) stake by 94% in Q1 2026, selling an estimated $41.7K and leaving 39 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #8334.

Simplex Trading first reported a position in MC in Q1 2019 and has held it in 19 quarters since. The position peaked at $305K in Q2 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Simplex Trading held 39 shares of Moelis & Co worth $2.22K as of Q1 2026.
  • Simplex Trading sold 641 Moelis & Co shares in Q1 2026, an estimated $41.7K.
  • Moelis & Co made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8334 holding.
  • Simplex Trading first reported a position in Moelis & Co in Q1 2019 and has held it in 19 quarters since.
  • Simplex Trading's Moelis & Co position peaked at $305K in Q2 2021.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.