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Vestmark Advisory Solutions’s Moelis & Co MC Stock Holding History

Vestmark Advisory Solutions’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 		$3.8M Buy
58,131
+19,064
+49% +$1.25M 0.04% 474
2026
Q1 		$2.23M Sell
39,067
-16,039
-29% -$1.04M 0.02% 585
2025
Q4 		$3.79M Buy
55,106
+949
+2% +$63.3K 0.05% 373
2025
Q3 		$3.86M Buy
54,157
+2,534
+5% +$181K 0.07% 267
2025
Q2 		$3.22M Sell
51,623
-44,693
-46% -$2.51M 0.05% 294
2025
Q1 		$5.62M Buy
96,316
+40,907
+74% +$2.88M 0.14% 190
2024
Q4 		$4.09M Buy
55,409
+907
+2% +$65.6K 0.14% 155
2024
Q3 		$3.73M Sell
54,502
-709
-1% -$45.8K 0.14% 151
2024
Q2 		$3.14M Buy
55,211
+1,333
+2% +$72K 0.13% 171
2024
Q1 		$3.06M Sell
53,878
-318
-0.6% -$17.4K 0.13% 189
2023
Q4 		$3.04M Buy
54,196
+3,009
+6% +$141K 0.15% 166
2023
Q3 		$2.31M Sell
51,187
-570
-1% -$26.8K 0.17% 152
2023
Q2 		$2.35M Sell
51,757
-190
-0.4% -$7.58K 0.09% 292
2023
Q1 		$2M Sell
51,947
-2,532
-5% -$109K 0.09% 303
2022
Q4 		$2.09M Buy
54,479
+602
+1% +$24.4K 0.1% 274
2022
Q3 		$1.82M Buy
53,877
+23,338
+76% +$977K 0.1% 273
2022
Q2 		$1.2M Buy
30,539
+5,479
+22% +$239K 0.07% 323
2022
Q1 		$1.18M Buy
25,060
+215
+0.9% +$11.2K 0.07% 322
2021
Q4 		$1.55M Buy
24,845
+907
+4% +$60.8K 0.09% 282
2021
Q3 		$1.48M Buy
23,938
+313
+1% +$18.8K 0.1% 260
2021
Q2 		$1.34M Buy
23,625
+3,074
+15% +$167K 0.1% 264
2021
Q1 		$1.13M Buy
+20,551
New +$1.1M 0.1% 265

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

Vestmark Advisory Solutions's MC Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Moelis & Co (MC) stake by 49% in Q2 2026, buying an estimated $1.25M and bringing the position to 58,131 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #474.

Vestmark Advisory Solutions first reported a position in MC in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.62M in Q1 2025. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Vestmark Advisory Solutions held 58,131 shares of Moelis & Co worth $3.8M as of Q2 2026.
  • Vestmark Advisory Solutions bought 19,064 Moelis & Co shares in Q2 2026, an estimated $1.25M.
  • Moelis & Co made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #474 holding.
  • Vestmark Advisory Solutions first reported a position in Moelis & Co in Q1 2021 and has held it in 22 quarters since.
  • Vestmark Advisory Solutions's Moelis & Co position peaked at $5.62M in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.