SJS Investment Consulting’s Moelis & Co MC Stock Holding History

SJS Investment Consulting’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	$7.52K	Buy	115 +98	+576%	+$6.43K	﹤0.01%	1203
2026 Q1	$969	Buy	17 +14	+467%	+$910	﹤0.01%	1486
2025 Q4	$207	Hold	3	–	–	﹤0.01%	1800
2025 Q3	$214	Hold	3	–	–	﹤0.01%	1448
2025 Q2	$187	Sell	3 -4	-57%	-$224	﹤0.01%	1386
2025 Q1	$409	Hold	7	–	–	﹤0.01%	1314
2024 Q4	$518	Hold	7	–	–	﹤0.01%	1228
2024 Q3	$480	Hold	7	–	–	﹤0.01%	1342
2024 Q2	$399	Sell	7 -3	-30%	-$162	﹤0.01%	1365
2024 Q1	$568	Hold	10	–	–	﹤0.01%	1243
2023 Q4	$562	Sell	10 -2	-17%	-$94	﹤0.01%	1209
2023 Q3	$542	Buy	12 +3	+33%	+$141	﹤0.01%	1186
2023 Q2	$409	Buy	9 +1	+13%	+$40	﹤0.01%	1223
2023 Q1	$308	Sell	8 -4	-33%	-$172	﹤0.01%	1276
2022 Q4	$460	Sell	12 -4	-25%	-$162	﹤0.01%	1248
2022 Q3	$0	Buy	+16	New	+$670	﹤0.01%	1327
2022 Q1	$0	Buy	+2	New	+$104	﹤0.01%	1090

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

SJS Investment Consulting's MC Position: Q2 2026 in Review

SJS Investment Consulting increased its Moelis & Co (MC) stake by 576% in Q2 2026, buying an estimated $6.43K and bringing the position to 115 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

SJS Investment Consulting first reported a position in MC in Q1 2022 and has held it in 17 quarters since. 201 funds tracked by Wall St. Rank hold MC as of Q2 2026.

SJS Investment Consulting held 115 shares of Moelis & Co worth $7.52K as of Q2 2026.
SJS Investment Consulting bought 98 Moelis & Co shares in Q2 2026, an estimated $6.43K.
Moelis & Co made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1203 holding.
SJS Investment Consulting first reported a position in Moelis & Co in Q1 2022 and has held it in 17 quarters since.
201 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.