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Summit Securities Group’s Moelis & Co MC Stock Holding History

Summit Securities Group’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
-323
Closed -$22.2K – 1247
2025
Q4 		$22.2K Buy
+323
New +$21.6K ﹤0.01% 785
2024
Q4 		– Sell
-1
Closed – – 798
2024
Q3 		$0 Buy
+1
New +$65 ﹤0.01% 744
2022
Q2 		– Sell
-100
Closed -$5K – 1112
2022
Q1 		$5K Buy
+100
New +$5.2K ﹤0.01% 973

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Summit Securities Group's MC Position: Q1 2026 in Review

Summit Securities Group sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 323 shares — an estimated $22.2K sold.

Summit Securities Group first reported a position in MC in Q1 2022 and held it in 3 quarters. The position peaked at $22.2K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Summit Securities Group reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 323 Moelis & Co shares in Q1 2026, an estimated $22.2K.
  • Summit Securities Group first reported a position in Moelis & Co in Q1 2022 and held it in 3 quarters.
  • Summit Securities Group's Moelis & Co position peaked at $22.2K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.