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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
Q2 		$247K Buy
3,772
+567
+18% +$37.2K ﹤0.01% 1557
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

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

Vise Technologies's MC Position: Q2 2026 in Review

Vise Technologies increased its Moelis & Co (MC) stake by 18% in Q2 2026, buying an estimated $37.2K and bringing the position to 3,772 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Vise Technologies first reported a position in MC in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Vise Technologies held 3,772 shares of Moelis & Co worth $247K as of Q2 2026.
  • Vise Technologies bought 567 Moelis & Co shares in Q2 2026, an estimated $37.2K.
  • Moelis & Co made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1557 holding.
  • Vise Technologies first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.