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Sterling Capital Management’s Moelis & Co MC Stock Holding History

Sterling Capital 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 		$17.3K Sell
265
-217
-45% -$14.2K ﹤0.01% 1954
2026
Q1 		$27.5K Sell
482
-5
-1% -$325 ﹤0.01% 1877
2025
Q4 		$33.5K Buy
487
+307
+171% +$20.5K ﹤0.01% 1966
2025
Q3 		$12.8K Hold
180
– – ﹤0.01% 2357
2025
Q2 		$11.2K Buy
180
+105
+140% +$5.89K ﹤0.01% 2054
2025
Q1 		$4.38K Buy
75
+2
+3% +$141 ﹤0.01% 2236
2024
Q4 		$5.39K Buy
73
+2
+3% +$145 ﹤0.01% 2443
2024
Q3 		$4.86K Buy
+71
New +$4.58K ﹤0.01% 1773

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

Sterling Capital Management's MC Position: Q2 2026 in Review

Sterling Capital Management reduced its Moelis & Co (MC) stake by 45% in Q2 2026, selling an estimated $14.2K and leaving 265 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Sterling Capital Management first reported a position in MC in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.5K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Sterling Capital Management held 265 shares of Moelis & Co worth $17.3K as of Q2 2026.
  • Sterling Capital Management sold 217 Moelis & Co shares in Q2 2026, an estimated $14.2K.
  • Moelis & Co made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1954 holding.
  • Sterling Capital Management first reported a position in Moelis & Co in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Moelis & Co position peaked at $33.5K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.