AlTi Global’s Moelis & Co MC Stock Holding History

AlTi Global’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
2025 Q4	–	Sell	-31,745	Closed	-$2.26M	–	467
2025 Q3	$2.26M	Sell	31,745 -821	-3%	-$58.6K	0.05%	154
2025 Q2	$2.03M	Buy	+32,566	New	+$1.83M	0.05%	158

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AlTi Global's MC Position: Q4 2025 in Review

AlTi Global sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 31,745 shares — an estimated $2.26M sold.

AlTi Global first reported a position in MC in Q2 2025 and held it in 2 quarters. The position peaked at $2.26M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

AlTi Global reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
AlTi Global sold 31,745 Moelis & Co shares in Q4 2025, an estimated $2.26M.
AlTi Global first reported a position in Moelis & Co in Q2 2025 and held it in 2 quarters.
AlTi Global's Moelis & Co position peaked at $2.26M in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on AlTi Global's 13F filing for Q4 2025, filed 13 Feb 2026.