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Verdence Capital Advisors’s Moelis & Co MC Stock Holding History

Verdence Capital Advisors’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 		$2.87M Buy
43,848
+6,056
+16% +$397K 0.15% 134
2026
Q1 		$2.15M Sell
37,792
-1,487
-4% -$96.7K 0.13% 164
2025
Q4 		$2.7M Sell
39,279
-26
-0.1% -$1.74K 0.16% 136
2025
Q3 		$2.83M Sell
39,305
-53
-0.1% -$3.78K 0.16% 140
2025
Q2 		$2.45M Buy
39,358
+683
+2% +$38.3K 0.17% 129
2025
Q1 		$2.26M Buy
38,675
+5,113
+15% +$360K 0.17% 130
2024
Q4 		$2.48M Sell
33,562
-114
-0.3% -$8.25K 0.2% 126
2024
Q3 		$2.31M Sell
33,676
-3,407
-9% -$220K 0.18% 142
2024
Q2 		$2.11M Buy
37,083
+4,565
+14% +$247K 0.19% 143
2024
Q1 		$1.85M Sell
32,518
-536
-2% -$29.3K 0.17% 155
2023
Q4 		$1.86M Buy
33,054
+340
+1% +$16K 0.18% 143
2023
Q3 		$1.48M Sell
32,714
-6,323
-16% -$298K 0.16% 150
2023
Q2 		$1.77M Buy
39,037
+1,790
+5% +$71.4K 0.21% 128
2023
Q1 		$1.43M Buy
37,247
+19,410
+109% +$834K 0.17% 147
2022
Q4 		$684K Sell
17,837
-20,440
-53% -$830K 0.08% 230
2022
Q3 		$1.29M Buy
38,277
+8,614
+29% +$361K 0.18% 135
2022
Q2 		$1.17M Buy
29,663
+4,231
+17% +$185K 0.15% 156
2022
Q1 		$1.19M Buy
25,432
+5,077
+25% +$264K 0.14% 168
2021
Q4 		$1.27M Buy
20,355
+317
+2% +$21.2K 0.15% 149
2021
Q3 		$1.24M Sell
20,038
-73
-0.4% -$4.37K 0.16% 142
2021
Q2 		$1.14M Buy
20,111
+4,720
+31% +$256K 0.16% 151
2021
Q1 		$845K Buy
15,391
+3,077
+25% +$165K 0.14% 156
2020
Q4 		$576K Buy
+12,314
New +$495K 0.11% 191

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

Verdence Capital Advisors's MC Position: Q2 2026 in Review

Verdence Capital Advisors increased its Moelis & Co (MC) stake by 16% in Q2 2026, buying an estimated $397K and bringing the position to 43,848 shares worth $2.87M. The position accounts for 0.15% of the portfolio, ranked #134.

Verdence Capital Advisors first reported a position in MC in Q4 2020 and has held it in 23 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Verdence Capital Advisors held 43,848 shares of Moelis & Co worth $2.87M as of Q2 2026.
  • Verdence Capital Advisors bought 6,056 Moelis & Co shares in Q2 2026, an estimated $397K.
  • Moelis & Co made up 0.15% of Verdence Capital Advisors's portfolio in Q2 2026, its #134 holding.
  • Verdence Capital Advisors first reported a position in Moelis & Co in Q4 2020 and has held it in 23 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.