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

Aster 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
Q2 		– Sell
-14,724
Closed -$1.04M – 1353
2025
Q1 		$1.04M Buy
+14,724
New +$1.04M 0.19% 142
2024
Q4 		– Sell
-9,880
Closed -$677K – 1354
2024
Q3 		$677K Buy
+9,880
New +$638K 0.15% 167

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aster Capital Management's MC Position: Q2 2025 in Review

Aster Capital Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 14,724 shares — an estimated $1.04M sold.

Aster Capital Management first reported a position in MC in Q3 2024 and held it in 2 quarters. The position peaked at $1.04M in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Aster Capital Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Aster Capital Management sold 14,724 Moelis & Co shares in Q2 2025, an estimated $1.04M.
  • Aster Capital Management first reported a position in Moelis & Co in Q3 2024 and held it in 2 quarters.
  • Aster Capital Management's Moelis & Co position peaked at $1.04M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Aster Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.