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Smartleaf Asset Management’s Moelis & Co MC Stock Holding History

Smartleaf Asset Management’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 		$33.7K Hold
536
– – ﹤0.01% 1722
2026
Q1 		$29.4K Sell
536
-1,385
-72% -$90K ﹤0.01% 1756
2025
Q4 		$135K Buy
1,921
+56
+3% +$3.74K 0.01% 1026
2025
Q3 		$135K Buy
1,865
+263
+16% +$18.8K 0.01% 910
2025
Q2 		$101K Buy
1,602
+680
+74% +$38.2K 0.01% 859
2025
Q1 		$53.4K Sell
922
-94
-9% -$6.63K 0.01% 1111
2024
Q4 		$75.4K Buy
1,016
+799
+368% +$57.8K 0.01% 975
2024
Q3 		$15K Sell
217
-32
-13% -$2.07K ﹤0.01% 1518
2024
Q2 		$13.6K Buy
249
+170
+215% +$9.19K ﹤0.01% 1241
2024
Q1 		$4.54K Buy
+79
New +$4.31K ﹤0.01% 1249

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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

Smartleaf Asset Management's MC Position: Q2 2026 in Review

Smartleaf Asset Management held its Moelis & Co (MC) position steady in Q2 2026 at 536 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Smartleaf Asset Management first reported a position in MC in Q1 2024 and has held it in 10 quarters since. The position peaked at $135K in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Smartleaf Asset Management held 536 shares of Moelis & Co worth $33.7K as of Q2 2026.
  • Smartleaf Asset Management left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1722 holding.
  • Smartleaf Asset Management first reported a position in Moelis & Co in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Moelis & Co position peaked at $135K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.