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Susquehanna Portfolio Strategies’s Moelis & Co MC Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-150,826
Closed -$8.6M – 994
2026
Q1 		$8.6M Sell
150,826
-626
-0.4% -$40.7K 0.13% 208
2025
Q4 		$10.4M Sell
151,452
-7,104
-4% -$474K 0.16% 184
2025
Q3 		$11.3M Buy
158,556
+7,730
+5% +$552K 0.18% 157
2025
Q2 		$9.4M Buy
+150,826
New +$8.46M 0.21% 139
2024
Q4 		– Sell
-109,275
Closed -$7.49M – 202
2024
Q3 		$7.49M Hold
109,275
– – 0.51% 60
2024
Q2 		$6.21M Hold
109,275
– – 0.26% 107
2024
Q1 		$6.2M Hold
109,275
– – 0.14% 187
2023
Q4 		$6.13M Buy
+109,275
New +$5.13M 0.11% 249

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

Susquehanna Portfolio Strategies's MC Position: Q2 2026 in Review

Susquehanna Portfolio Strategies sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 150,826 shares — an estimated $8.6M sold.

Susquehanna Portfolio Strategies first reported a position in MC in Q4 2023 and held it in 8 quarters. The position peaked at $11.3M in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Susquehanna Portfolio Strategies reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 150,826 Moelis & Co shares in Q2 2026, an estimated $8.6M.
  • Susquehanna Portfolio Strategies first reported a position in Moelis & Co in Q4 2023 and held it in 8 quarters.
  • Susquehanna Portfolio Strategies's Moelis & Co position peaked at $11.3M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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