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Steve Schonfeld’s Moelis & Co MC Stock Holding History

Steve Schonfeld’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 		$8.88M Buy
135,698
+95,001
+233% +$6.23M 0.03% 449
2026
Q1 		$2.32M Buy
40,697
+22,320
+121% +$1.45M 0.02% 759
2025
Q4 		$1.26M Sell
18,377
-43,928
-71% -$2.93M 0.01% 1030
2025
Q3 		$4.44M Buy
62,305
+31,212
+100% +$2.23M 0.03% 635
2025
Q2 		$1.94M Buy
+31,093
New +$1.75M 0.01% 1008
2025
Q1 		– Sell
-25,414
Closed -$1.88M – 2379
2024
Q4 		$1.88M Buy
+25,414
New +$1.84M 0.01% 862
2023
Q3 		– Sell
-72,467
Closed -$3.29M – 2078
2023
Q2 		$3.29M Buy
72,467
+46,341
+177% +$1.85M 0.03% 609
2023
Q1 		$1M Buy
26,126
+3,726
+17% +$160K 0.01% 959
2022
Q4 		$859K Sell
22,400
-12,000
-35% -$487K 0.01% 1231
2022
Q3 		$1.16M Buy
34,400
+24,143
+235% +$1.01M 0.01% 1171
2022
Q2 		$404K Sell
10,257
-9,843
-49% -$429K ﹤0.01% 1482
2022
Q1 		$944K Sell
20,100
-205,700
-91% -$10.7M 0.01% 1025
2021
Q4 		$14.1M Buy
225,800
+111,600
+98% +$7.48M 0.13% 212
2021
Q3 		$7.07M Buy
+114,200
New +$6.84M 0.07% 344
2021
Q1 		– Sell
-76,756
Closed -$3.59M – 2004
2020
Q4 		$3.59M Buy
+76,756
New +$3.09M 0.05% 474
2020
Q2 		– Sell
-113,733
Closed -$3.2M – 1416
2020
Q1 		$3.2M Sell
113,733
-112,179
-50% -$3.68M 0.2% 112
2019
Q4 		$7.21M Sell
225,912
-273,131
-55% -$8.94M 0.18% 143
2019
Q3 		$16.4M Buy
499,043
+341,579
+217% +$11.6M 0.48% 49
2019
Q2 		$5.5M Buy
+157,464
New +$5.7M 0.19% 130
2018
Q4 		– Sell
-19,800
Closed -$1.08M – 1170
2018
Q3 		$1.08M Buy
+19,800
New +$1.16M 0.05% 416
2016
Q2 		– Sell
-20,422
Closed -$577K – 488
2016
Q1 		$577K Buy
+20,422
New +$523K 0.24% 120

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

Steve Schonfeld's MC Position: Q2 2026 in Review

Steve Schonfeld increased its Moelis & Co (MC) stake by 233% in Q2 2026, buying an estimated $6.23M and bringing the position to 135,698 shares worth $8.88M. The position accounts for 0.03% of the portfolio, ranked #449.

Steve Schonfeld first reported a position in MC in Q1 2016 and has held it in 21 quarters since. The position peaked at $16.4M in Q3 2019. 393 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Steve Schonfeld held 135,698 shares of Moelis & Co worth $8.88M as of Q2 2026.
  • Steve Schonfeld bought 95,001 Moelis & Co shares in Q2 2026, an estimated $6.23M.
  • Moelis & Co made up 0.03% of Steve Schonfeld's portfolio in Q2 2026, its #449 holding.
  • Steve Schonfeld first reported a position in Moelis & Co in Q1 2016 and has held it in 21 quarters since.
  • Steve Schonfeld's Moelis & Co position peaked at $16.4M in Q3 2019.
  • 393 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.