Westside Investment Management’s Moelis & Co MC Stock Holding History

Westside Investment Management’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	$1.9K	Hold	29	–	–	﹤0.01%	1342
2026 Q1	$1.65K	Hold	29	–	–	﹤0.01%	1341
2025 Q4	$1.99K	Hold	29	–	–	﹤0.01%	1318
2025 Q3	$2.07K	Hold	29	–	–	﹤0.01%	1320
2025 Q2	$1.81K	Hold	29	–	–	﹤0.01%	1220
2025 Q1	$1.69K	Hold	29	–	–	﹤0.01%	903
2024 Q4	$2.14K	Hold	29	–	–	﹤0.01%	893
2024 Q3	$1.99K	Hold	29	–	–	﹤0.01%	906
2024 Q2	$1.65K	Hold	29	–	–	﹤0.01%	907
2024 Q1	$1.65K	Hold	29	–	–	﹤0.01%	835
2023 Q4	$1.63K	Hold	29	–	–	﹤0.01%	810
2023 Q3	$1.31K	Hold	29	–	–	﹤0.01%	789
2023 Q2	$1.31K	Hold	29	–	–	﹤0.01%	791
2023 Q1	$1.11K	Hold	29	–	–	﹤0.01%	785
2022 Q4	$1	Hold	29	–	–	﹤0.01%	788
2022 Q3	$0	Hold	29	–	–	﹤0.01%	832
2022 Q2	$1	Hold	29	–	–	﹤0.01%	783
2022 Q1	$1	Hold	29	–	–	﹤0.01%	762
2021 Q4	$1	Hold	29	–	–	﹤0.01%	756
2021 Q3	$1	Sell	29 -924	-97%	-$55.4K	﹤0.01%	734
2021 Q2	$54	Hold	953	–	–	﹤0.01%	376
2021 Q1	$52	Hold	953	–	–	﹤0.01%	367
2020 Q4	$44	Hold	953	–	–	﹤0.01%	354
2020 Q3	$33	Buy	+953	New	+$30.1K	﹤0.01%	376

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westside Investment Management's MC Position: Q2 2026 in Review

Westside Investment Management held its Moelis & Co (MC) position steady in Q2 2026 at 29 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Westside Investment Management first reported a position in MC in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.14K in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Westside Investment Management held 29 shares of Moelis & Co worth $1.9K as of Q2 2026.
Westside Investment Management left its Moelis & Co share count unchanged in Q2 2026.
Moelis & Co made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1342 holding.
Westside Investment Management first reported a position in Moelis & Co in Q3 2020 and has held it in 24 quarters since.
Westside Investment Management's Moelis & Co position peaked at $2.14K in Q4 2024.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.