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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tidal Investments's MC Position: Q1 2026 in Review

Tidal Investments increased its Moelis & Co (MC) stake by 7.9% in Q1 2026, buying an estimated $175K and bringing the position to 36,583 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Tidal Investments first reported a position in MC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Tidal Investments held 36,583 shares of Moelis & Co worth $2.09M as of Q1 2026.
  • Tidal Investments bought 2,688 Moelis & Co shares in Q1 2026, an estimated $175K.
  • Moelis & Co made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1130 holding.
  • Tidal Investments first reported a position in Moelis & Co in Q3 2024 and has held it in 7 quarters since.
  • Tidal Investments's Moelis & Co position peaked at $2.33M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.