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Snowden Capital Advisors’s Moelis & Co MC Stock Holding History

Snowden Capital 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 		$219K Sell
3,850
-66
-2% -$4.29K 0.01% 1178
2025
Q4 		$269K Sell
3,916
-57
-1% -$3.8K 0.01% 1089
2025
Q3 		$283K Sell
3,973
-96
-2% -$6.85K 0.01% 1046
2025
Q2 		$254K Buy
4,069
+74
+2% +$4.15K 0.01% 1071
2025
Q1 		$233K Sell
3,995
-167
-4% -$11.8K 0.01% 1102
2024
Q4 		$307K Sell
4,162
-58
-1% -$4.2K 0.01% 974
2024
Q3 		$289K Buy
4,220
+11
+0.3% +$710 0.01% 1009
2024
Q2 		$239K Sell
4,209
-76
-2% -$4.11K 0.01% 1064
2024
Q1 		$243K Sell
4,285
-132
-3% -$7.21K 0.01% 1055
2023
Q4 		$248K Sell
4,417
-266
-6% -$12.5K 0.01% 996
2023
Q3 		$211K Sell
4,683
-88
-2% -$4.14K 0.01% 997
2023
Q2 		$216K Buy
+4,771
New +$190K 0.01% 1075
2022
Q3 		– Sell
-5,827
Closed -$229K – 1147
2022
Q2 		$229K Buy
5,827
+127
+2% +$5.54K 0.01% 984
2022
Q1 		$267K Buy
+5,700
New +$296K 0.01% 874
2021
Q4 		– Sell
-5,643
Closed -$349K – 2091
2021
Q3 		$349K Sell
5,643
-45
-0.8% -$2.7K 0.02% 640
2021
Q2 		$324K Buy
5,688
+136
+2% +$7.39K 0.02% 684
2021
Q1 		$305K Buy
+5,552
New +$298K 0.02% 625

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

Snowden Capital Advisors's MC Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Moelis & Co (MC) stake by 1.7% in Q1 2026, selling an estimated $4.29K and leaving 3,850 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1178.

Snowden Capital Advisors first reported a position in MC in Q1 2021 and has held it in 17 quarters since. The position peaked at $349K in Q3 2021. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Snowden Capital Advisors held 3,850 shares of Moelis & Co worth $219K as of Q1 2026.
  • Snowden Capital Advisors sold 66 Moelis & Co shares in Q1 2026, an estimated $4.29K.
  • Moelis & Co made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1178 holding.
  • Snowden Capital Advisors first reported a position in Moelis & Co in Q1 2021 and has held it in 17 quarters since.
  • Snowden Capital Advisors's Moelis & Co position peaked at $349K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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