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Versor Investments’s Moelis & Co MC Stock Holding History

Versor Investments’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 		– Sell
-14,700
Closed -$1.01M – 354
2025
Q4 		$1.01M Buy
14,700
+4,400
+43% +$294K 0.16% 138
2025
Q3 		$735K Buy
+10,300
New +$735K 0.14% 198
2025
Q2 		– Sell
-24,539
Closed -$1.43M – 832
2025
Q1 		$1.43M Buy
+24,539
New +$1.73M 0.23% 108
2024
Q1 		– Sell
-4,901
Closed -$275K – 813
2023
Q4 		$275K Buy
+4,901
New +$230K 0.06% 558
2023
Q1 		– Sell
-11,064
Closed -$425K – 814
2022
Q4 		$425K Sell
11,064
-28,344
-72% -$1.15M 0.04% 399
2022
Q3 		$1.33M Buy
39,408
+11,153
+39% +$467K 0.08% 156
2022
Q2 		$1.11M Buy
28,255
+8,100
+40% +$353K 0.04% 214
2022
Q1 		$946K Buy
20,155
+6,055
+43% +$315K 0.04% 130
2021
Q4 		$881K Buy
14,100
+3,780
+37% +$253K 0.03% 135
2021
Q3 		$638K Buy
+10,320
New +$618K 0.02% 194
2019
Q2 		– Sell
-5,100
Closed -$212K – 313
2019
Q1 		$212K Sell
5,100
-2,800
-35% -$120K 0.02% 256
2018
Q4 		$272K Buy
7,900
+4,200
+114% +$178K 0.06% 228
2018
Q3 		$203K Buy
+3,700
New +$217K 0.08% 234

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

Versor Investments's MC Position: Q1 2026 in Review

Versor Investments sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 14,700 shares — an estimated $1.01M sold.

Versor Investments first reported a position in MC in Q3 2018 and held it in 13 quarters. The position peaked at $1.43M in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Versor Investments reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 14,700 Moelis & Co shares in Q1 2026, an estimated $1.01M.
  • Versor Investments first reported a position in Moelis & Co in Q3 2018 and held it in 13 quarters.
  • Versor Investments's Moelis & Co position peaked at $1.43M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.