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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
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

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wasatch Advisors's MC Position: Q2 2026 in Review

Wasatch Advisors reduced its Moelis & Co (MC) stake by 13% in Q2 2026, selling an estimated $32.5M and leaving 3,246,593 shares worth $212M. The position accounts for 1.39% of the portfolio, ranked #21.

Wasatch Advisors first reported a position in MC in Q2 2019 and has held it in 29 quarters since. The position peaked at $236M in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Wasatch Advisors held 3,246,593 shares of Moelis & Co worth $212M as of Q2 2026.
  • Wasatch Advisors sold 496,031 Moelis & Co shares in Q2 2026, an estimated $32.5M.
  • Moelis & Co made up 1.39% of Wasatch Advisors's portfolio in Q2 2026, its #21 holding.
  • Wasatch Advisors first reported a position in Moelis & Co in Q2 2019 and has held it in 29 quarters since.
  • Wasatch Advisors's Moelis & Co position peaked at $236M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.