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

Aquatic 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
2025
Q4 		– Sell
-99,199
Closed -$7.07M – 1614
2025
Q3 		$7.07M Buy
99,199
+52,229
+111% +$3.73M 0.13% 194
2025
Q2 		$2.93M Sell
46,970
-38,937
-45% -$2.19M 0.06% 367
2025
Q1 		$5.01M Buy
85,907
+64,246
+297% +$4.53M 0.13% 212
2024
Q4 		$1.6M Sell
21,661
-1,139
-5% -$82.4K 0.04% 428
2024
Q3 		$1.56M Buy
22,800
+2,000
+10% +$129K 0.04% 416
2024
Q2 		$1.18M Sell
20,800
-4,100
-16% -$222K 0.04% 362
2024
Q1 		$1.41M Buy
+24,900
New +$1.36M 0.05% 320
2022
Q3 		– Sell
-2,000
Closed -$79K – 1398
2022
Q2 		$79K Buy
+2,000
New +$87.2K 0.03% 535

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aquatic Capital Management's MC Position: Q4 2025 in Review

Aquatic Capital Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 99,199 shares — an estimated $7.07M sold.

Aquatic Capital Management first reported a position in MC in Q2 2022 and held it in 8 quarters. The position peaked at $7.07M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Aquatic Capital Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 99,199 Moelis & Co shares in Q4 2025, an estimated $7.07M.
  • Aquatic Capital Management first reported a position in Moelis & Co in Q2 2022 and held it in 8 quarters.
  • Aquatic Capital Management's Moelis & Co position peaked at $7.07M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.