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Stone House Investment Management’s Moelis & Co MC Stock Holding History

Stone House Investment 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
Q1 		– Sell
-81
Closed -$5.53K – 1123
2025
Q4 		$5.53K Sell
81
-56
-41% -$3.74K ﹤0.01% 409
2025
Q3 		$9.77K Buy
137
+10
+8% +$714 ﹤0.01% 292
2025
Q2 		$7.92K Buy
+127
New +$7.13K ﹤0.01% 283

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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

Stone House Investment Management's MC Position: Q1 2026 in Review

Stone House Investment Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 81 shares — an estimated $5.53K sold.

Stone House Investment Management first reported a position in MC in Q2 2025 and held it in 3 quarters. The position peaked at $9.77K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Stone House Investment Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 81 Moelis & Co shares in Q1 2026, an estimated $5.53K.
  • Stone House Investment Management first reported a position in Moelis & Co in Q2 2025 and held it in 3 quarters.
  • Stone House Investment Management's Moelis & Co position peaked at $9.77K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.