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Xponance’s Moelis & Co MC Stock Holding History

Xponance’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 		$488K Buy
7,456
+511
+7% +$33.5K ﹤0.01% 1111
2026
Q1 		$396K Buy
6,945
+1,050
+18% +$68.3K ﹤0.01% 1118
2025
Q4 		$405K Buy
5,895
+32
+0.5% +$2.14K ﹤0.01% 1030
2025
Q3 		$418K Buy
5,863
+69
+1% +$4.93K ﹤0.01% 1029
2025
Q2 		$361K Buy
5,794
+421
+8% +$23.6K ﹤0.01% 1067
2025
Q1 		$314K Buy
5,373
+294
+6% +$20.7K ﹤0.01% 1089
2024
Q4 		$375K Buy
5,079
+440
+9% +$31.8K ﹤0.01% 1046
2024
Q3 		$318K Buy
4,639
+138
+3% +$8.91K ﹤0.01% 1074
2024
Q2 		$256K Buy
4,501
+426
+10% +$23K ﹤0.01% 1099
2024
Q1 		$231K Buy
4,075
+12
+0.3% +$655 ﹤0.01% 1141
2023
Q4 		$228K Buy
+4,063
New +$191K ﹤0.01% 1122

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

Xponance's MC Position: Q2 2026 in Review

Xponance increased its Moelis & Co (MC) stake by 7.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 7,456 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Xponance first reported a position in MC in Q4 2023 and has held it in 11 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Xponance held 7,456 shares of Moelis & Co worth $488K as of Q2 2026.
  • Xponance bought 511 Moelis & Co shares in Q2 2026, an estimated $33.5K.
  • Moelis & Co made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1111 holding.
  • Xponance first reported a position in Moelis & Co in Q4 2023 and has held it in 11 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.