Atria Investments’s Moelis & Co MC Stock Holding History

Atria Investments’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	$1.27M	Buy	22,344 +665	+3%	+$43.2K	0.01%	931
2025 Q4	$1.49M	Sell	21,679 -1,585	-7%	-$106K	0.02%	862
2025 Q3	$1.66M	Sell	23,264 -610	-3%	-$43.5K	0.02%	794
2025 Q2	$1.49M	Sell	23,874 -525	-2%	-$29.5K	0.02%	855
2025 Q1	$1.42M	Sell	24,399 -625	-2%	-$44.1K	0.02%	859
2024 Q4	$1.85M	Sell	25,024 -173	-0.7%	-$12.5K	0.02%	708
2024 Q3	$1.73M	Buy	25,197 +1,107	+5%	+$71.5K	0.02%	720
2024 Q2	$1.37M	Buy	+24,090	New	+$1.3M	0.02%	792
2019 Q3	–	Sell	-24,995	Closed	-$802K	–	931
2019 Q2	$802K	Buy	24,995 +4,727	+23%	+$171K	0.03%	465
2019 Q1	$843K	Buy	20,268 +8,811	+77%	+$377K	0.04%	400
2018 Q4	$394K	Buy	11,457 +3,292	+40%	+$140K	0.02%	576
2018 Q3	$447K	Buy	8,165 +2,260	+38%	+$133K	0.02%	625
2018 Q2	$346K	Buy	5,905 +1,614	+38%	+$92.7K	0.02%	688
2018 Q1	$218K	Buy	+4,291	New	+$220K	0.01%	787

Other funds holding MC

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return