Simplex Trading
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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 		$34.2K Buy
+600
New +$39K ﹤0.01% 6254
2025
Q4 		– Sell
-500
Closed -$35K – 9428
2025
Q3 		$35K Hold
500
– – ﹤0.01% 6818
2025
Q2 		$31K Buy
+500
New +$28.1K ﹤0.01% 6371
2024
Q4 		– Sell
-100
Closed -$6K – 9170
2024
Q3 		$6K Sell
100
-100
-50% -$6.46K ﹤0.01% 7527
2024
Q2 		$11K Buy
200
+100
+100% +$5.4K ﹤0.01% 7365
2024
Q1 		$5K Sell
100
-1,300
-93% -$71K ﹤0.01% 8017
2023
Q4 		$78K Buy
1,400
+900
+180% +$42.3K ﹤0.01% 5626
2023
Q3 		$22K Sell
500
-900
-64% -$42.4K ﹤0.01% 6540
2023
Q2 		$63K Sell
1,400
-4,300
-75% -$172K ﹤0.01% 5594
2023
Q1 		$219K Buy
5,700
+5,000
+714% +$215K ﹤0.01% 4216
2022
Q4 		$26K Hold
700
– – ﹤0.01% 6611
2022
Q3 		$23K Buy
700
+300
+75% +$12.6K ﹤0.01% 7368
2022
Q2 		$15K Sell
400
-900
-69% -$39.3K ﹤0.01% 7879
2022
Q1 		$61K Buy
1,300
+1,100
+550% +$57.2K ﹤0.01% 6855
2021
Q4 		$12K Sell
200
-29,900
-99% -$2M ﹤0.01% 8871
2021
Q3 		$1.72M Hold
30,100
– – ﹤0.01% 2366
2021
Q2 		$1.71M Buy
30,100
+30,088
+250,733% +$1.63M ﹤0.01% 2370
2021
Q1 		$65K Buy
12
+4
+50% +$214 ﹤0.01% 6299
2020
Q4 		$37K Sell
8
-8
-50% -$322 ﹤0.01% 6468
2020
Q3 		$56K Sell
16
-15
-48% -$474 ﹤0.01% 5505
2020
Q2 		$96K Sell
31
-64
-67% -$2.01K ﹤0.01% 4820
2020
Q1 		$266K Buy
95
+84
+764% +$2.75K ﹤0.01% 3263
2019
Q4 		$35K Buy
11
+10
+1,000% +$327 ﹤0.01% 5520
2019
Q3 		$3K Hold
1
– – ﹤0.01% 6803
2019
Q2 		$3K Sell
1
-53
-98% -$1.92K ﹤0.01% 6641
2019
Q1 		$224K Buy
+54
New +$2.31K ﹤0.01% 3483

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.