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Vise Technologies’s Moelis & Co MC Stock Holding History

Vise Technologies’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 		$220K Hold
3,205
– – ﹤0.01% 1331
2025
Q4 		$220K Buy
3,205
+309
+11% +$20.6K ﹤0.01% 1341
2025
Q3 		$207K Buy
+2,896
New +$207K 0.01% 1110

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VPM
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WA
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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

Vise Technologies's MC Position: Q1 2026 in Review

Vise Technologies held its Moelis & Co (MC) position steady in Q1 2026 at 3,205 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Vise Technologies first reported a position in MC in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Vise Technologies held 3,205 shares of Moelis & Co worth $220K as of Q1 2026.
  • Vise Technologies left its Moelis & Co share count unchanged in Q1 2026.
  • Moelis & Co made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1331 holding.
  • Vise Technologies first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.