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Steward Partners Investment Advisory’s Moelis & Co MC Stock Holding History

Steward Partners Investment Advisory’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 		$972K Buy
14,855
+158
+1% +$10.4K 0.01% 1306
2026
Q1 		$838K Buy
14,697
+30
+0.2% +$1.95K ﹤0.01% 1261
2025
Q4 		$1.01M Buy
14,667
+128
+0.9% +$8.54K 0.01% 1063
2025
Q3 		$1.04M Buy
14,539
+136
+0.9% +$9.71K 0.01% 1034
2025
Q2 		$898K Buy
14,403
+313
+2% +$17.6K 0.01% 1034
2025
Q1 		$822K Buy
14,090
+4,346
+45% +$306K 0.01% 995
2024
Q4 		$720K Buy
9,744
+2
+0% +$145 0.01% 999
2024
Q3 		$667K Buy
9,742
+517
+6% +$33.4K 0.01% 994
2024
Q2 		$525K Buy
9,225
+110
+1% +$5.94K 0.01% 1045
2024
Q1 		$517K Sell
9,115
-1,043
-10% -$57K 0.01% 1043
2023
Q4 		$570K Buy
10,158
+551
+6% +$25.9K 0.01% 944
2023
Q3 		$434K Buy
9,607
+458
+5% +$21.6K 0.01% 977
2023
Q2 		$415K Sell
9,149
-892
-9% -$35.6K 0.01% 999
2023
Q1 		$386K Buy
10,041
+1,408
+16% +$60.5K 0.01% 1014
2022
Q4 		$331K Buy
8,633
+1,690
+24% +$68.6K 0.01% 1043
2022
Q3 		$235K Buy
6,943
+886
+15% +$37.1K ﹤0.01% 1135
2022
Q2 		$238K Sell
6,057
-146
-2% -$6.37K ﹤0.01% 1141
2022
Q1 		$291K Buy
6,203
+2,640
+74% +$137K ﹤0.01% 1153
2021
Q4 		$223K Buy
3,563
+180
+5% +$12.1K ﹤0.01% 1263
2021
Q3 		$209K Hold
3,383
– – ﹤0.01% 1257
2021
Q2 		$192K Sell
3,383
-806
-19% -$43.8K ﹤0.01% 1574
2021
Q1 		$230K Sell
4,189
-2,100
-33% -$113K ﹤0.01% 1233
2020
Q4 		$294K Sell
6,289
-100
-2% -$4.02K 0.01% 921
2020
Q3 		$225K Buy
6,389
+574
+10% +$18.2K 0.01% 901
2020
Q2 		$181K Sell
5,815
-426
-7% -$13.4K 0.01% 911
2020
Q1 		$175K Sell
6,241
-3,493
-36% -$115K 0.01% 829
2019
Q4 		$310K Buy
9,734
+124
+1% +$4.06K 0.01% 754
2019
Q3 		$315K Buy
9,610
+572
+6% +$19.4K 0.01% 715
2019
Q2 		$315K Buy
9,038
+1,770
+24% +$64K 0.01% 676
2019
Q1 		$302K Sell
7,268
-1,605
-18% -$68.6K 0.01% 639
2018
Q4 		$305K Sell
8,873
-175
-2% -$7.43K 0.01% 599
2018
Q3 		$496K Buy
9,048
+124
+1% +$7.27K 0.02% 509
2018
Q2 		$523K Sell
8,924
-802
-8% -$46.1K 0.03% 460
2018
Q1 		$494K Buy
9,726
+1,137
+13% +$58.3K 0.03% 427
2017
Q4 		$416K Sell
8,589
-537
-6% -$24.3K 0.03% 397
2017
Q3 		$392K Buy
9,126
+193
+2% +$7.72K 0.04% 341
2017
Q2 		$347K Buy
+8,933
New +$333K 0.04% 330

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

Steward Partners Investment Advisory's MC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Moelis & Co (MC) stake by 1.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 14,855 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #1306.

Steward Partners Investment Advisory first reported a position in MC in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.04M in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Steward Partners Investment Advisory held 14,855 shares of Moelis & Co worth $972K as of Q2 2026.
  • Steward Partners Investment Advisory bought 158 Moelis & Co shares in Q2 2026, an estimated $10.4K.
  • Moelis & Co made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1306 holding.
  • Steward Partners Investment Advisory first reported a position in Moelis & Co in Q2 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Moelis & Co position peaked at $1.04M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.