Wasatch Advisors
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Wasatch Advisors’s Moelis & Co MC Stock Holding History

Wasatch 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
Q3 		$134M Sell
2,334,025
-912,568
-28% -$60M 1% 38
2026
Q2 		$212M Sell
3,246,593
-496,031
-13% -$32.5M 1.39% 21
2026
Q1 		$213M Buy
3,742,624
+310,001
+9% +$20.2M 1.42% 20
2025
Q4 		$236M Buy
3,432,623
+128,443
+4% +$8.57M 1.4% 23
2025
Q3 		$236M Buy
3,304,180
+458,575
+16% +$32.7M 1.27% 23
2025
Q2 		$177M Buy
2,845,605
+112,281
+4% +$6.3M 0.93% 38
2025
Q1 		$160M Buy
2,733,324
+100,788
+4% +$7.11M 0.89% 44
2024
Q4 		$194M Sell
2,632,536
-215,537
-8% -$15.6M 0.96% 38
2024
Q3 		$195M Sell
2,848,073
-733,752
-20% -$47.4M 0.96% 41
2024
Q2 		$204M Buy
3,581,825
+164,182
+5% +$8.87M 1.09% 35
2024
Q1 		$194M Buy
3,417,643
+159,797
+5% +$8.73M 1.01% 38
2023
Q4 		$183M Sell
3,257,846
-192,328
-6% -$9.04M 1.01% 38
2023
Q3 		$156M Sell
3,450,174
-812,246
-19% -$38.2M 0.98% 37
2023
Q2 		$193M Sell
4,262,420
-274,517
-6% -$11M 1.17% 29
2023
Q1 		$174M Buy
4,536,937
+614,890
+16% +$26.4M 1.09% 32
2022
Q4 		$150M Buy
3,922,047
+859,775
+28% +$34.9M 1.01% 32
2022
Q3 		$104M Buy
3,062,272
+807,528
+36% +$33.8M 0.72% 47
2022
Q2 		$88.7M Buy
2,254,744
+1,229,346
+120% +$53.6M 0.56% 60
2022
Q1 		$48.1M Buy
1,025,398
+107,593
+12% +$5.59M 0.24% 97
2021
Q4 		$57.4M Sell
917,805
-99,122
-10% -$6.64M 0.23% 99
2021
Q3 		$62.9M Buy
1,016,927
+15,829
+2% +$948K 0.26% 98
2021
Q2 		$57M Buy
1,001,098
+162,381
+19% +$8.82M 0.23% 97
2021
Q1 		$46M Sell
838,717
-166,478
-17% -$8.92M 0.21% 100
2020
Q4 		$47M Buy
1,005,195
+209,724
+26% +$8.44M 0.23% 101
2020
Q3 		$28M Buy
795,471
+5,306
+0.7% +$168K 0.18% 116
2020
Q2 		$24.6M Buy
790,165
+86,596
+12% +$2.72M 0.18% 116
2020
Q1 		$19.8M Sell
703,569
-18,159
-3% -$596K 0.21% 97
2019
Q4 		$23M Buy
721,728
+205,118
+40% +$6.72M 0.19% 102
2019
Q3 		$17M Buy
516,610
+100,088
+24% +$3.39M 0.16% 111
2019
Q2 		$14.6M Buy
+416,522
New +$15.1M 0.14% 117

Other funds holding MC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Salvus Wealth Management
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wasatch Advisors's MC Position: Q3 2026 in Review

Wasatch Advisors reduced its Moelis & Co (MC) stake by 28% in Q3 2026, selling an estimated $60M and leaving 2,334,025 shares worth $134M. The position accounts for 1% of the portfolio, ranked #38.

Wasatch Advisors first reported a position in MC in Q2 2019 and has held it in 30 quarters since. The position peaked at $236M in Q4 2025. 59 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Wasatch Advisors held 2,334,025 shares of Moelis & Co worth $134M as of Q3 2026.
  • Wasatch Advisors sold 912,568 Moelis & Co shares in Q3 2026, an estimated $60M.
  • Moelis & Co made up 1% of Wasatch Advisors's portfolio in Q3 2026, its #38 holding.
  • Wasatch Advisors first reported a position in Moelis & Co in Q2 2019 and has held it in 30 quarters since.
  • Wasatch Advisors's Moelis & Co position peaked at $236M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.