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Winton Group’s Moelis & Co MC Stock Holding History

Winton Group’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 		$813K Sell
12,422
-108,615
-90% -$7.12M 0.03% 558
2026
Q1 		$6.9M Buy
+121,037
New +$7.87M 0.24% 99
2023
Q2 		– Sell
-5,265
Closed -$202K – 972
2023
Q1 		$202K Buy
+5,265
New +$226K 0.01% 906
2021
Q4 		– Sell
-11,782
Closed -$729K – 1246
2021
Q3 		$729K Sell
11,782
-3,532
-23% -$212K 0.04% 668
2021
Q2 		$871K Sell
15,314
-3,407
-18% -$185K 0.05% 602
2021
Q1 		$1.03M Sell
18,721
-1,221
-6% -$65.4K 0.06% 450
2020
Q4 		$932K Sell
19,942
-39,555
-66% -$1.59M 0.07% 447
2020
Q3 		$2.09M Buy
59,497
+6,967
+13% +$220K 0.07% 506
2020
Q2 		$1.64M Buy
52,530
+16,893
+47% +$530K 0.04% 749
2020
Q1 		$1M Sell
35,637
-56,594
-61% -$1.86M 0.03% 805
2019
Q4 		$2.94M Buy
92,231
+66,052
+252% +$2.16M 0.04% 660
2019
Q3 		$860K Buy
26,179
+9,462
+57% +$321K 0.01% 903
2019
Q2 		$584K Buy
16,717
+8,180
+96% +$296K 0.01% 611
2019
Q1 		$355K Sell
8,537
-4,311
-34% -$184K 0.01% 729
2018
Q4 		$442K Sell
12,848
-7,121
-36% -$302K 0.01% 531
2018
Q3 		$1.09M Buy
19,969
+4,839
+32% +$284K 0.02% 391
2018
Q2 		$887K Sell
15,130
-4,423
-23% -$254K 0.02% 463
2018
Q1 		$994K Buy
+19,553
New +$1M 0.03% 509

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

Winton Group's MC Position: Q2 2026 in Review

Winton Group reduced its Moelis & Co (MC) stake by 90% in Q2 2026, selling an estimated $7.12M and leaving 12,422 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #558.

Winton Group first reported a position in MC in Q1 2018 and has held it in 18 quarters since. The position peaked at $6.9M in Q1 2026. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Winton Group held 12,422 shares of Moelis & Co worth $813K as of Q2 2026.
  • Winton Group sold 108,615 Moelis & Co shares in Q2 2026, an estimated $7.12M.
  • Moelis & Co made up 0.03% of Winton Group's portfolio in Q2 2026, its #558 holding.
  • Winton Group first reported a position in Moelis & Co in Q1 2018 and has held it in 18 quarters since.
  • Winton Group's Moelis & Co position peaked at $6.9M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.