Sound Income Strategies’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-44
| Closed | -$2.49K | – | 1600 |
|
|
2026
Q1 | $2.49K | Sell |
44
-179
| -80% | -$11.6K | ﹤0.01% | 2095 |
|
|
2025
Q4 | $17.3K | Buy |
223
+179
| +407% | +$11.9K | ﹤0.01% | 1213 |
|
|
2025
Q3 | $2.89K | Hold |
44
| – | – | ﹤0.01% | 1289 |
|
|
2025
Q2 | $2.74K | Hold |
44
| – | – | ﹤0.01% | 1210 |
|
|
2025
Q1 | $2.57K | Hold |
44
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q4 | $3.25K | Hold |
44
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q3 | $3.01K | Hold |
44
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q2 | $2.5K | Hold |
44
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q1 | $2.5K | Hold |
44
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $2.47K | Hold |
44
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q3 | $1.99K | Hold |
44
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 885 |
|
|
2023
Q1 | $1.69K | Hold |
44
| – | – | ﹤0.01% | 858 |
|
|
2022
Q4 | $1.69K | Hold |
44
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 724 |
|
|
2021
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 678 |
|
|
2021
Q1 | $2.42K | Sell |
44
-4
| -8% | -$214 | ﹤0.01% | 735 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 722 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 713 |
|
|
2020
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 678 |
|
|
2019
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 577 |
|
|
2019
Q3 | $2K | Buy |
48
+44
| +1,100% | +$1.49K | ﹤0.01% | 540 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 721 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 734 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 733 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 788 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 712 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | +$181 | ﹤0.01% | 545 |
|
Other funds holding MC
WA
MAM
CCM
Sound Income Strategies's MC Position: Q2 2026 in Review
Sound Income Strategies sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 44 shares — an estimated $2.49K sold.
Sound Income Strategies first reported a position in MC in Q4 2017 and held it in 34 quarters. The position peaked at $17.3K in Q4 2025. 260 funds tracked by Wall St. Rank hold MC as of Q2 2026.
- Sound Income Strategies reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 44 Moelis & Co shares in Q2 2026, an estimated $2.49K.
- Sound Income Strategies first reported a position in Moelis & Co in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's Moelis & Co position peaked at $17.3K in Q4 2025.
- 260 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.