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SkyView Investment Advisors’s Moelis & Co MC Stock Holding History

SkyView Investment 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 		$993K Buy
17,428
+666
+4% +$43.3K 0.13% 111
2025
Q4 		$1.15M Buy
16,762
+155
+0.9% +$10.3K 0.15% 93
2025
Q3 		$1.18M Buy
16,607
+375
+2% +$26.8K 0.15% 92
2025
Q2 		$1.02M Buy
16,232
+760
+5% +$42.7K 0.15% 114
2025
Q1 		$903K Buy
15,472
+1,024
+7% +$72.2K 0.14% 125
2024
Q4 		$1.07M Buy
14,448
+282
+2% +$20.4K 0.17% 95
2024
Q3 		$971K Buy
14,166
+300
+2% +$19.4K 0.16% 96
2024
Q2 		$788K Buy
13,866
+188
+1% +$10.2K 0.14% 120
2024
Q1 		$776K Buy
+13,678
New +$747K 0.14% 117
2023
Q4 		– Sell
-12,038
Closed -$543K – 357
2023
Q3 		$543K Buy
12,038
+425
+4% +$20K 0.22% 133
2023
Q2 		$527K Sell
11,613
-2,166
-16% -$86.4K 0.13% 207
2023
Q1 		$530K Buy
13,779
+1,091
+9% +$46.9K 0.12% 205
2022
Q4 		$487K Buy
12,688
+173
+1% +$7.02K 0.15% 211
2022
Q3 		$423K Buy
12,515
+1,957
+19% +$81.9K 0.12% 250
2022
Q2 		$416K Buy
10,558
+3,180
+43% +$139K 0.11% 261
2022
Q1 		$346K Buy
7,378
+2,815
+62% +$146K 0.08% 322
2021
Q4 		$353K Sell
4,563
-119
-3% -$7.97K 0.08% 294
2021
Q3 		$290K Buy
+4,682
New +$280K 0.08% 281

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

SkyView Investment Advisors's MC Position: Q1 2026 in Review

SkyView Investment Advisors increased its Moelis & Co (MC) stake by 4% in Q1 2026, buying an estimated $43.3K and bringing the position to 17,428 shares worth $993K. The position accounts for 0.13% of the portfolio, ranked #111.

SkyView Investment Advisors first reported a position in MC in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.18M in Q3 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • SkyView Investment Advisors held 17,428 shares of Moelis & Co worth $993K as of Q1 2026.
  • SkyView Investment Advisors bought 666 Moelis & Co shares in Q1 2026, an estimated $43.3K.
  • Moelis & Co made up 0.13% of SkyView Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • SkyView Investment Advisors first reported a position in Moelis & Co in Q3 2021 and has held it in 18 quarters since.
  • SkyView Investment Advisors's Moelis & Co position peaked at $1.18M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.