Simplex Trading’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.7K | Sell |
100
-2,000
| -95% | -$130K | ﹤0.01% | 7800 |
|
|
2025
Q4 | $144K | Sell |
2,100
-100
| -5% | -$6.67K | ﹤0.01% | 4581 |
|
|
2025
Q3 | $156K | Buy |
2,200
+300
| +16% | +$21.4K | ﹤0.01% | 5226 |
|
|
2025
Q2 | $118K | Buy |
1,900
+700
| +58% | +$39.3K | ﹤0.01% | 5070 |
|
|
2025
Q1 | $70K | Sell |
1,200
-4,200
| -78% | -$296K | ﹤0.01% | 5446 |
|
|
2024
Q4 | $398K | Sell |
5,400
-5,100
| -49% | -$369K | ﹤0.01% | 3780 |
|
|
2024
Q3 | $719K | Buy |
10,500
+6,000
| +133% | +$387K | ﹤0.01% | 3229 |
|
|
2024
Q2 | $255K | Buy |
4,500
+2,800
| +165% | +$151K | ﹤0.01% | 4404 |
|
|
2024
Q1 | $96K | Sell |
1,700
-8,100
| -83% | -$442K | ﹤0.01% | 5625 |
|
|
2023
Q4 | $550K | Sell |
9,800
-4,500
| -31% | -$211K | ﹤0.01% | 3593 |
|
|
2023
Q3 | $645K | Buy |
14,300
+500
| +4% | +$23.5K | ﹤0.01% | 3124 |
|
|
2023
Q2 | $625K | Buy |
13,800
+12,000
| +667% | +$479K | ﹤0.01% | 3079 |
|
|
2023
Q1 | $69K | Sell |
1,800
-3,400
| -65% | -$146K | ﹤0.01% | 5563 |
|
|
2022
Q4 | $199K | Sell |
5,200
-200
| -4% | -$8.12K | ﹤0.01% | 4237 |
|
|
2022
Q3 | $182K | Buy |
5,400
+3,000
| +125% | +$126K | ﹤0.01% | 4743 |
|
|
2022
Q2 | $94K | Buy |
2,400
+1,300
| +118% | +$56.7K | ﹤0.01% | 5640 |
|
|
2022
Q1 | $51K | Buy |
1,100
+600
| +120% | +$31.2K | ﹤0.01% | 7102 |
|
|
2021
Q4 | $31K | Sell |
500
-30,200
| -98% | -$2.02M | ﹤0.01% | 7863 |
|
|
2021
Q3 | $1.75M | Hold |
30,700
| – | – | ﹤0.01% | 2334 |
|
|
2021
Q2 | $1.75M | Buy |
30,700
+30,689
| +278,991% | +$1.67M | ﹤0.01% | 2344 |
|
|
2021
Q1 | $60K | Sell |
11
-30
| -73% | -$1.61K | ﹤0.01% | 6383 |
|
|
2020
Q4 | $191K | Buy |
41
+9
| +28% | +$362 | ﹤0.01% | 4665 |
|
|
2020
Q3 | $112K | Buy |
32
+12
| +60% | +$379 | ﹤0.01% | 4786 |
|
|
2020
Q2 | $62K | Buy |
20
+9
| +82% | +$282 | ﹤0.01% | 5296 |
|
|
2020
Q1 | $30K | Sell |
11
-116
| -91% | -$3.8K | ﹤0.01% | 5623 |
|
|
2019
Q4 | $405K | Buy |
127
+116
| +1,055% | +$3.8K | ﹤0.01% | 2956 |
|
|
2019
Q3 | $36K | Sell |
11
-4
| -27% | -$136 | ﹤0.01% | 5328 |
|
|
2019
Q2 | $52K | Buy |
15
+9
| +150% | +$326 | ﹤0.01% | 4823 |
|
|
2019
Q1 | $24K | Buy |
+6
| New | +$256 | ﹤0.01% | 5593 |
|
|
2017
Q4 | – | Sell |
-73
| Closed | -$33K | – | 6374 |
|
|
2017
Q3 | $33K | Buy |
+73
| New | +$2.92K | ﹤0.01% | 2684 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
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.