ZIM
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Zacks Investment Management’s Moelis & Co MC Stock Holding History

Zacks Investment 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
Q1 		$2.09M Buy
36,680
+5,624
+18% +$366K 0.02% 345
2025
Q4 		$2.13M Buy
31,056
+1,048
+3% +$69.9K 0.02% 337
2025
Q3 		$2.14M Buy
+30,008
New +$2.14M 0.02% 316
2025
Q2 		– Sell
-37,070
Closed -$2.16M – 744
2025
Q1 		$2.16M Buy
+37,070
New +$2.61M 0.02% 315
2022
Q2 		– Sell
-44,232
Closed -$2.08M – 611
2022
Q1 		$2.08M Sell
44,232
-863
-2% -$44.9K 0.03% 276
2021
Q4 		$2.82M Sell
45,095
-8,848
-16% -$593K 0.04% 256
2021
Q3 		$3.34M Buy
53,943
+885
+2% +$53K 0.05% 225
2021
Q2 		$3.02M Buy
53,058
+1,873
+4% +$102K 0.05% 242
2021
Q1 		$2.81M Buy
+51,185
New +$2.74M 0.05% 230
2019
Q2 		– Sell
-29,247
Closed -$1.22M – 583
2019
Q1 		$1.22M Buy
29,247
+15,260
+109% +$652K 0.03% 361
2018
Q4 		$481K Sell
13,987
-1,581
-10% -$67.1K 0.01% 442
2018
Q3 		$853K Sell
15,568
-1,236
-7% -$72.5K 0.02% 415
2018
Q2 		$986K Sell
16,804
-54,072
-76% -$3.11M 0.02% 424
2018
Q1 		$3.6M Buy
70,876
+2,243
+3% +$115K 0.08% 179
2017
Q4 		$3.33M Buy
68,633
+3,888
+6% +$176K 0.07% 186
2017
Q3 		$2.79M Buy
+64,745
New +$2.59M 0.07% 194

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zacks Investment Management's MC Position: Q1 2026 in Review

Zacks Investment Management increased its Moelis & Co (MC) stake by 18% in Q1 2026, buying an estimated $366K and bringing the position to 36,680 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #345.

Zacks Investment Management first reported a position in MC in Q3 2017 and has held it in 16 quarters since. The position peaked at $3.6M in Q1 2018. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Zacks Investment Management held 36,680 shares of Moelis & Co worth $2.09M as of Q1 2026.
  • Zacks Investment Management bought 5,624 Moelis & Co shares in Q1 2026, an estimated $366K.
  • Moelis & Co made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #345 holding.
  • Zacks Investment Management first reported a position in Moelis & Co in Q3 2017 and has held it in 16 quarters since.
  • Zacks Investment Management's Moelis & Co position peaked at $3.6M in Q1 2018.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.