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V-Square Quantitative Management’s Moelis & Co MC Stock Holding History

V-Square Quantitative 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
Q1 		$24.7K Buy
434
+34
+9% +$2.21K ﹤0.01% 673
2025
Q4 		$27.5K Buy
+400
New +$26.7K ﹤0.01% 650

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

V-Square Quantitative Management's MC Position: Q1 2026 in Review

V-Square Quantitative Management increased its Moelis & Co (MC) stake by 8.5% in Q1 2026, buying an estimated $2.21K and bringing the position to 434 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

V-Square Quantitative Management first reported a position in MC in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.5K in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • V-Square Quantitative Management held 434 shares of Moelis & Co worth $24.7K as of Q1 2026.
  • V-Square Quantitative Management bought 34 Moelis & Co shares in Q1 2026, an estimated $2.21K.
  • Moelis & Co made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q1 2026, its #673 holding.
  • V-Square Quantitative Management first reported a position in Moelis & Co in Q4 2025 and has held it in 2 quarters since.
  • V-Square Quantitative Management's Moelis & Co position peaked at $27.5K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.