TCM
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Tributary Capital Management’s Moelis & Co MC Stock Holding History

Tributary Capital Management’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 		$30.1M Sell
459,690
-16,505
-3% -$1.08M 2.47% 6
2026
Q1 		$27.1M Buy
476,195
+106,430
+29% +$6.92M 2.63% 4
2025
Q4 		$25.4M Sell
369,765
-27,035
-7% -$1.8M 2.5% 5
2025
Q3 		$28.3M Sell
396,800
-18,164
-4% -$1.3M 2.56% 4
2025
Q2 		$25.9M Sell
414,964
-10,818
-3% -$607K 2.29% 4
2025
Q1 		$24.8M Sell
425,782
-13,996
-3% -$987K 2.17% 7
2024
Q4 		$32.5M Buy
439,778
+5,062
+1% +$366K 2.52% 3
2024
Q3 		$29.8M Sell
434,716
-1,826
-0.4% -$118K 2.31% 5
2024
Q2 		$24.8M Buy
436,542
+1,159
+0.3% +$62.6K 2.06% 9
2024
Q1 		$24.7M Sell
435,383
-6,205
-1% -$339K 2.02% 6
2023
Q4 		$24.8M Sell
441,588
-7,550
-2% -$355K 2.09% 8
2023
Q3 		$20.3M Buy
449,138
+9,335
+2% +$439K 1.92% 14
2023
Q2 		$19.9M Sell
439,803
-7,704
-2% -$307K 1.79% 13
2023
Q1 		$17.2M Buy
447,507
+18,680
+4% +$802K 1.59% 25
2022
Q4 		$16.5M Buy
428,827
+12,027
+3% +$488K 1.64% 19
2022
Q3 		$14.1M Buy
416,800
+28,667
+7% +$1.2M 1.48% 27
2022
Q2 		$15.3M Buy
388,133
+35,460
+10% +$1.55M 1.52% 27
2022
Q1 		$16.6M Buy
352,673
+41,772
+13% +$2.17M 1.31% 32
2021
Q4 		$19.4M Sell
310,901
-13,307
-4% -$891K 1.47% 23
2021
Q3 		$20.1M Sell
324,208
-4,788
-1% -$287K 1.55% 21
2021
Q2 		$18.7M Sell
328,996
-15,634
-5% -$849K 1.42% 26
2021
Q1 		$18.9M Sell
344,630
-91,235
-21% -$4.89M 1.48% 27
2020
Q4 		$20.4M Sell
435,865
-21,318
-5% -$857K 1.46% 26
2020
Q3 		$16.1M Sell
457,183
-25,893
-5% -$819K 1.39% 26
2020
Q2 		$15.1M Buy
483,076
+34,657
+8% +$1.09M 1.29% 34
2020
Q1 		$12.6M Buy
448,419
+267,351
+148% +$8.77M 1.29% 29
2019
Q4 		$5.78M Buy
+181,068
New +$5.93M 0.4% 62

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tributary Capital Management's MC Position: Q2 2026 in Review

Tributary Capital Management reduced its Moelis & Co (MC) stake by 3.5% in Q2 2026, selling an estimated $1.08M and leaving 459,690 shares worth $30.1M. The position accounts for 2.47% of the portfolio, ranked #6.

Tributary Capital Management first reported a position in MC in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.5M in Q4 2024. 70 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Tributary Capital Management held 459,690 shares of Moelis & Co worth $30.1M as of Q2 2026.
  • Tributary Capital Management sold 16,505 Moelis & Co shares in Q2 2026, an estimated $1.08M.
  • Moelis & Co made up 2.47% of Tributary Capital Management's portfolio in Q2 2026, its #6 holding.
  • Tributary Capital Management first reported a position in Moelis & Co in Q4 2019 and has held it in 27 quarters since.
  • Tributary Capital Management's Moelis & Co position peaked at $32.5M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Tributary Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.