Y-Intercept (HK)’s Moelis & Co MC Stock Holding History

Y-Intercept (HK)’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	$2.37M	Sell	36,289 -33,480	-48%	-$2.2M	0.05%	611
2026 Q1	$3.98M	Buy	+69,769	New	+$4.54M	0.08%	420
2025 Q4	–	Sell	-12,254	Closed	-$874K	–	1823
2025 Q3	$874K	Sell	12,254 -56,974	-82%	-$4.07M	0.02%	1036
2025 Q2	$4.31M	Buy	69,228 +44,844	+184%	+$2.52M	0.11%	271
2025 Q1	$1.42M	Buy	+24,384	New	+$1.72M	0.1%	280
2023 Q2	–	Sell	-11,921	Closed	-$458K	–	1540
2023 Q1	$458K	Sell	11,921 -2,985	-20%	-$128K	0.05%	578
2022 Q4	$572K	Buy	+14,906	New	+$605K	0.08%	387

Other funds holding MC

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK)'s MC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Moelis & Co (MC) stake by 48% in Q2 2026, selling an estimated $2.2M and leaving 36,289 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #611.

Y-Intercept (HK) first reported a position in MC in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.31M in Q2 2025. 56 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Y-Intercept (HK) held 36,289 shares of Moelis & Co worth $2.37M as of Q2 2026.
Y-Intercept (HK) sold 33,480 Moelis & Co shares in Q2 2026, an estimated $2.2M.
Moelis & Co made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #611 holding.
Y-Intercept (HK) first reported a position in Moelis & Co in Q4 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s Moelis & Co position peaked at $4.31M in Q2 2025.
56 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.