STRS Ohio’s Moelis & Co MC Stock Holding History

STRS Ohio’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	$1.29M	Buy	22,600 +7,800	+53%	+$507K	0.01%	649
2025 Q4	$1.02M	Sell	14,800 -5,400	-27%	-$360K	﹤0.01%	696
2025 Q3	$1.44M	Sell	20,200 -1,100	-5%	-$78.5K	0.01%	603
2025 Q2	$1.33M	Buy	21,300 +900	+4%	+$50.5K	0.01%	813
2025 Q1	$1.19M	Buy	20,400 +4,600	+29%	+$324K	0.01%	797
2024 Q4	$1.17M	Buy	15,800 +9,800	+163%	+$709K	﹤0.01%	810
2024 Q3	$411K	Buy	6,000 +1,400	+30%	+$90.4K	﹤0.01%	1340
2024 Q2	$262K	Buy	4,600 +1,600	+53%	+$86.5K	﹤0.01%	1484
2024 Q1	$170K	Sell	3,000 -1,500	-33%	-$81.9K	﹤0.01%	1595
2023 Q4	$252K	Buy	4,500 +900	+25%	+$42.3K	﹤0.01%	1503
2023 Q3	$162K	Buy	3,600 +800	+29%	+$37.6K	﹤0.01%	1625
2023 Q2	$126K	Sell	2,800 -22,700	-89%	-$906K	﹤0.01%	1692
2023 Q1	$980K	Buy	25,500 +400	+2%	+$17.2K	﹤0.01%	950
2022 Q4	$963K	Sell	25,100 -3,400	-12%	-$138K	﹤0.01%	951
2022 Q3	$963K	Hold	28,500	–	–	﹤0.01%	926
2022 Q2	$1.12M	Buy	28,500 +700	+3%	+$30.5K	0.01%	868
2022 Q1	$1.3M	Buy	27,800 +2,900	+12%	+$151K	﹤0.01%	900
2021 Q4	$1.56M	Hold	24,900	–	–	0.01%	859
2021 Q3	$1.54M	Sell	24,900 -2,100	-8%	-$126K	0.01%	842
2021 Q2	$1.54M	Buy	27,000 +1,800	+7%	+$97.8K	0.01%	889
2021 Q1	$1.38M	Buy	+25,200	New	+$1.35M	0.01%	936
2020 Q3	–	Sell	-56,500	Closed	-$1.76M	–	2245
2020 Q2	$1.76M	Buy	56,500 +55,000	+3,667%	+$1.73M	0.01%	662
2020 Q1	$42K	Hold	1,500	–	–	﹤0.01%	1807
2019 Q4	$47K	Sell	1,500 -25,400	-94%	-$832K	﹤0.01%	1905
2019 Q3	$883K	Buy	26,900 +15,200	+130%	+$516K	﹤0.01%	867
2019 Q2	$408K	Sell	11,700 -11,200	-49%	-$405K	﹤0.01%	1418
2019 Q1	$952K	Hold	22,900	–	–	﹤0.01%	845
2018 Q4	$787K	Hold	22,900	–	–	﹤0.01%	896
2018 Q3	$1.25M	Buy	22,900 +1,500	+7%	+$88K	0.01%	781
2018 Q2	$1.25M	Buy	21,400 +800	+4%	+$46K	0.01%	791
2018 Q1	$1.05M	Sell	20,600 -600	-3%	-$30.7K	﹤0.01%	845
2017 Q4	$1.03M	Sell	21,200 -1,700	-7%	-$76.8K	﹤0.01%	839
2017 Q3	$985K	Buy	22,900 +900	+4%	+$36K	﹤0.01%	865
2017 Q2	$854K	Buy	22,000 +8,000	+57%	+$298K	﹤0.01%	909
2017 Q1	$539K	Sell	14,000 -10,400	-43%	-$377K	﹤0.01%	1309
2016 Q4	$827K	Sell	24,400 -1,800	-7%	-$50.8K	﹤0.01%	954
2016 Q3	$704K	Sell	26,200 -1,000	-4%	-$25.7K	﹤0.01%	1043
2016 Q2	$612K	Buy	27,200 +2,700	+11%	+$72.1K	﹤0.01%	1180
2016 Q1	$691K	Hold	24,500	–	–	﹤0.01%	1018
2015 Q4	$714K	Sell	24,500 -1,200	-5%	-$34.4K	﹤0.01%	1020
2015 Q3	$674K	Buy	+25,700	New	+$726K	﹤0.01%	1074
2015 Q1	–	Sell	-2,500	Closed	-$78.9K	–	1845
2014 Q4	$87K	Sell	2,500 -1,967	-44%	-$65K	﹤0.01%	1556
2014 Q3	$153K	Buy	+4,467	New	+$151K	﹤0.01%	1505

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

STRS Ohio's MC Position: Q1 2026 in Review

STRS Ohio increased its Moelis & Co (MC) stake by 53% in Q1 2026, buying an estimated $507K and bringing the position to 22,600 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #649.

STRS Ohio first reported a position in MC in Q3 2014 and has held it in 43 quarters since. The position peaked at $1.76M in Q2 2020. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

STRS Ohio held 22,600 shares of Moelis & Co worth $1.29M as of Q1 2026.
STRS Ohio bought 7,800 Moelis & Co shares in Q1 2026, an estimated $507K.
Moelis & Co made up 0.01% of STRS Ohio's portfolio in Q1 2026, its #649 holding.
STRS Ohio first reported a position in Moelis & Co in Q3 2014 and has held it in 43 quarters since.
STRS Ohio's Moelis & Co position peaked at $1.76M in Q2 2020.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on STRS Ohio's 13F filing for Q1 2026, filed 24 Apr 2026.