WhitTier Trust Company’s Moelis & Co MC Stock Holding History

WhitTier Trust Company’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	$129K	Hold	1,849	–	–	﹤0.01%	566
2026 Q1	$104K	Hold	1,849	–	–	﹤0.01%	592
2025 Q4	$142K	Hold	1,849	–	–	﹤0.01%	535
2025 Q3	$126K	Buy	1,849 +750	+68%	+$53.5K	﹤0.01%	528
2025 Q2	$68.5K	Hold	1,099	–	–	﹤0.01%	709
2025 Q1	$64.1K	Hold	1,099	–	–	﹤0.01%	715
2024 Q4	$81.2K	Hold	1,099	–	–	﹤0.01%	649
2024 Q3	$75.3K	Buy	+1,099	New	+$71K	﹤0.01%	660

Other funds holding MC

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WhitTier Trust Company's MC Position: Q2 2026 in Review

WhitTier Trust Company held its Moelis & Co (MC) position steady in Q2 2026 at 1,849 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

WhitTier Trust Company first reported a position in MC in Q3 2024 and has held it in 8 quarters since. The position peaked at $142K in Q4 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

WhitTier Trust Company held 1,849 shares of Moelis & Co worth $129K as of Q2 2026.
WhitTier Trust Company left its Moelis & Co share count unchanged in Q2 2026.
Moelis & Co made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #566 holding.
WhitTier Trust Company first reported a position in Moelis & Co in Q3 2024 and has held it in 8 quarters since.
WhitTier Trust Company's Moelis & Co position peaked at $142K in Q4 2025.
192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.