Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Moelis & Co MC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$4.5M Buy
68,711
+6,016
+10% +$394K 0.01% 974
2026
Q1 		$3.57M Buy
62,695
+39,914
+175% +$2.59M 0.01% 1018
2025
Q4 		$1.57M Buy
22,781
+1,139
+5% +$76K ﹤0.01% 1340
2025
Q3 		$1.54M Buy
21,642
+12,866
+147% +$919K ﹤0.01% 1400
2025
Q2 		$547K Sell
8,776
-524
-6% -$29.4K ﹤0.01% 1659
2025
Q1 		$543K Buy
+9,300
New +$656K ﹤0.01% 1624

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's MC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Moelis & Co (MC) stake by 9.6% in Q2 2026, buying an estimated $394K and bringing the position to 68,711 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #974.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in MC in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 68,711 shares of Moelis & Co worth $4.5M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 6,016 Moelis & Co shares in Q2 2026, an estimated $394K.
  • Moelis & Co made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #974 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Moelis & Co in Q1 2025 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.