Susquehanna Fundamental Investments’s Moelis & Co MC Stock Holding History

Susquehanna Fundamental Investments’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	$1.24M	Sell	19,006 -9,564	-33%	-$627K	0.02%	425
2026 Q1	$1.63M	Buy	+28,570	New	+$1.86M	0.06%	238
2025 Q1	–	Sell	-8,969	Closed	-$663K	–	1165
2024 Q4	$663K	Buy	+8,969	New	+$649K	0.01%	806
2021 Q4	–	Sell	-5,582	Closed	-$345K	–	1636
2021 Q3	$345K	Sell	5,582 -16,621	-75%	-$996K	0.01%	1356
2021 Q2	$1.26M	Sell	22,203 -53,103	-71%	-$2.88M	0.02%	750
2021 Q1	$4.13M	Buy	75,306 +503	+0.7%	+$27K	0.07%	379
2020 Q4	$3.5M	Buy	74,803 +5,582	+8%	+$225K	0.06%	444
2020 Q3	$2.43M	Buy	69,221 +16,621	+32%	+$526K	0.07%	374
2020 Q2	$1.64M	Buy	+52,600	New	+$1.65M	0.08%	331
2018 Q4	–	Sell	-18,300	Closed	-$1M	–	362
2018 Q3	$1M	Hold	18,300	–	–	0.17%	170
2018 Q2	$1.07M	Buy	18,300 +5,900	+48%	+$339K	0.16%	178
2018 Q1	$631K	Buy	+12,400	New	+$635K	0.07%	310

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna Fundamental Investments's MC Position: Q2 2026 in Review

Susquehanna Fundamental Investments reduced its Moelis & Co (MC) stake by 33% in Q2 2026, selling an estimated $627K and leaving 19,006 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #425.

Susquehanna Fundamental Investments first reported a position in MC in Q1 2018 and has held it in 12 quarters since. The position peaked at $4.13M in Q1 2021. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Susquehanna Fundamental Investments held 19,006 shares of Moelis & Co worth $1.24M as of Q2 2026.
Susquehanna Fundamental Investments sold 9,564 Moelis & Co shares in Q2 2026, an estimated $627K.
Moelis & Co made up 0.02% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #425 holding.
Susquehanna Fundamental Investments first reported a position in Moelis & Co in Q1 2018 and has held it in 12 quarters since.
Susquehanna Fundamental Investments's Moelis & Co position peaked at $4.13M in Q1 2021.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.