Smartleaf Asset Management
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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
Q3 		$80.5K Buy
1,388
+852
+159% +$56K ﹤0.01% 1400
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 $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Smartleaf Asset Management's MC Position: Q3 2026 in Review

Smartleaf Asset Management increased its Moelis & Co (MC) stake by 159% in Q3 2026, buying an estimated $56K and bringing the position to 1,388 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Smartleaf Asset Management first reported a position in MC in Q1 2024 and has held it in 11 quarters since. The position peaked at $135K in Q4 2025. 320 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Smartleaf Asset Management held 1,388 shares of Moelis & Co worth $80.5K as of Q3 2026.
  • Smartleaf Asset Management bought 852 Moelis & Co shares in Q3 2026, an estimated $56K.
  • Moelis & Co made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #1400 holding.
  • Smartleaf Asset Management first reported a position in Moelis & Co in Q1 2024 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Moelis & Co position peaked at $135K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.