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Yousif Capital Management’s Moelis & Co MC Stock Holding History

Yousif Capital Management’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 		$1.35M Buy
20,600
+308
+2% +$20.2K 0.02% 879
2026
Q1 		$1.16M Sell
20,292
-410
-2% -$26.7K 0.01% 972
2025
Q4 		$1.55M Sell
20,702
-3,033
-13% -$202K 0.02% 847
2025
Q3 		$1.69M Sell
23,735
-4,662
-16% -$333K 0.02% 814
2025
Q2 		$1.77M Buy
28,397
+1,662
+6% +$93.3K 0.02% 800
2025
Q1 		$1.56M Sell
26,735
-554
-2% -$39.1K 0.02% 860
2024
Q4 		$2.02M Sell
27,289
-416
-2% -$30.1K 0.02% 748
2024
Q3 		$1.9M Sell
27,705
-966
-3% -$62.4K 0.02% 796
2024
Q2 		$1.63M Sell
28,671
-1,929
-6% -$104K 0.02% 855
2024
Q1 		$1.74M Sell
30,600
-3,350
-10% -$183K 0.02% 876
2023
Q4 		$1.91M Sell
33,950
-1
-0% -$47 0.02% 847
2023
Q3 		$1.53M Sell
33,951
-2,165
-6% -$102K 0.02% 893
2023
Q2 		$1.64M Buy
+36,116
New +$1.44M 0.02% 882

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 $3.38T AUM 44.17% 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

Yousif Capital Management's MC Position: Q2 2026 in Review

Yousif Capital Management increased its Moelis & Co (MC) stake by 1.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 20,600 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #879.

Yousif Capital Management first reported a position in MC in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Yousif Capital Management held 20,600 shares of Moelis & Co worth $1.35M as of Q2 2026.
  • Yousif Capital Management bought 308 Moelis & Co shares in Q2 2026, an estimated $20.2K.
  • Moelis & Co made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #879 holding.
  • Yousif Capital Management first reported a position in Moelis & Co in Q2 2023 and has held it in 13 quarters since.
  • Yousif Capital Management's Moelis & Co position peaked at $2.02M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.