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Avantax Advisory Services’s Moelis & Co MC Stock Holding History

Avantax Advisory Services’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 		$215K Buy
+3,452
New +$194K ﹤0.01% 2155

Other funds holding MC

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

Avantax Advisory Services's MC Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Moelis & Co (MC) in Q2 2025: 3,452 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2155 among its holdings.

375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Avantax Advisory Services held 3,452 shares of Moelis & Co worth $215K as of Q2 2025.
  • Moelis & Co was a new Avantax Advisory Services position in Q2 2025.
  • Moelis & Co made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2155 holding.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.