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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
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 $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

Smartleaf Asset Management's MC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Moelis & Co (MC) stake by 72% in Q1 2026, selling an estimated $90K and leaving 536 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Smartleaf Asset Management first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $135K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Smartleaf Asset Management held 536 shares of Moelis & Co worth $29.4K as of Q1 2026.
  • Smartleaf Asset Management sold 1,385 Moelis & Co shares in Q1 2026, an estimated $90K.
  • Moelis & Co made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1756 holding.
  • Smartleaf Asset Management first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Moelis & Co position peaked at $135K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.