TI
MC icon

Tidal Investments’s Moelis & Co MC Stock Holding History

Tidal 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 		$2.06M Sell
31,483
-5,100
-14% -$334K ﹤0.01% 1345
2026
Q1 		$2.09M Buy
36,583
+2,688
+8% +$175K ﹤0.01% 1130
2025
Q4 		$2.33M Buy
33,895
+2,856
+9% +$191K 0.01% 898
2025
Q3 		$2.21M Buy
31,039
+1,848
+6% +$132K ﹤0.01% 869
2025
Q2 		$1.82M Buy
29,191
+504
+2% +$28.3K 0.01% 775
2025
Q1 		$1.67M Buy
28,687
+2,016
+8% +$142K 0.01% 767
2024
Q4 		$1.97M Buy
26,671
+7,847
+42% +$568K 0.02% 710
2024
Q3 		$1.29M Buy
+18,824
New +$1.22M 0.01% 872

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

Tidal Investments's MC Position: Q2 2026 in Review

Tidal Investments reduced its Moelis & Co (MC) stake by 14% in Q2 2026, selling an estimated $334K and leaving 31,483 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Tidal Investments first reported a position in MC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Tidal Investments held 31,483 shares of Moelis & Co worth $2.06M as of Q2 2026.
  • Tidal Investments sold 5,100 Moelis & Co shares in Q2 2026, an estimated $334K.
  • Moelis & Co made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1345 holding.
  • Tidal Investments first reported a position in Moelis & Co in Q3 2024 and has held it in 8 quarters since.
  • Tidal Investments's Moelis & Co position peaked at $2.33M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.