FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ MC MOELIS & CO - CLASS A

Ownership history in FORT WASHINGTON INVESTMENT ADVISORS INC /OH/  ·  2 quarters on record

AI Ownership Summary

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ reported MOELIS & CO - CLASS A (MC) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows MC at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORT WASHINGTON INVESTMENT ADVISORS INC /OH/'s position in MOELIS & CO - CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ held MC — position size vs. price
% of Fund (quarterly)    MC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 412,153 +31,433 +8.3% 0.14% $27.0M 2026-07-17 $67.51
2026 Q1 INITIATED 380,720 0.12% $21.7M 2026-04-22 $66.50

FAQ About FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ and MC

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ reported owning MC?

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ reported MC across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MC position in FORT WASHINGTON INVESTMENT ADVISORS INC /OH/'s portfolio?

The largest reported portfolio weight for MC was 0.14% in 2026 Q2.

What is the latest reported MC position on this page?

The most recent filing on this page is 2026 Q2, when FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ reported 412,153 shares, equal to 0.14% of portfolio, with an estimated market value of $27.0M.

What does the chart on this MC ownership page compare?

The chart compares FORT WASHINGTON INVESTMENT ADVISORS INC /OH/'s quarterly MC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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