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TwinBeech Capital’s Moelis & Co MC Stock Holding History

TwinBeech Capital’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 		$1.46M Buy
+22,269
New +$1.46M 0.26% 116
2024
Q4 		– Sell
-13,292
Closed -$911K – 800
2024
Q3 		$911K Buy
+13,292
New +$858K 0.02% 518
2024
Q1 		– Sell
-41,430
Closed -$2.33M – 747
2023
Q4 		$2.33M Buy
+41,430
New +$1.95M 0.04% 383

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

TwinBeech Capital's MC Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Moelis & Co (MC) in Q2 2026: 22,269 shares worth $1.46M. The stake represents 0.26% of the portfolio and ranks #116 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in MC as recently as Q3 2024.

TwinBeech Capital first reported a position in MC in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.33M in Q4 2023. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • TwinBeech Capital held 22,269 shares of Moelis & Co worth $1.46M as of Q2 2026.
  • Moelis & Co was a new TwinBeech Capital position in Q2 2026.
  • Moelis & Co made up 0.26% of TwinBeech Capital's portfolio in Q2 2026, its #116 holding.
  • TwinBeech Capital first reported a position in Moelis & Co in Q4 2023 and has held it in 3 quarters since.
  • TwinBeech Capital's Moelis & Co position peaked at $2.33M in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.