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World Investment Advisors’s Moelis & Co MC Stock Holding History

World Investment 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 		$315K Sell
5,518
-9
-0.2% -$590 0.01% 1195
2026
Q1 		$315K Sell
5,527
-762
-12% -$49.5K 0.01% 1233
2025
Q4 		$432K Sell
6,289
-1,040
-14% -$69.4K 0.01% 996
2025
Q3 		$523K Buy
7,329
+61
+0.8% +$4.36K 0.01% 765
2025
Q2 		$453K Buy
+7,268
New +$408K 0.01% 771

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

World Investment Advisors's MC Position: Q2 2026 in Review

World Investment Advisors reduced its Moelis & Co (MC) stake by 0.16% in Q2 2026, selling an estimated $590 and leaving 5,518 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1195.

World Investment Advisors first reported a position in MC in Q2 2025 and has held it in 5 quarters since. The position peaked at $523K in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • World Investment Advisors held 5,518 shares of Moelis & Co worth $315K as of Q2 2026.
  • World Investment Advisors sold 9 Moelis & Co shares in Q2 2026, an estimated $590.
  • Moelis & Co made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1195 holding.
  • World Investment Advisors first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Moelis & Co position peaked at $523K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.