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Axiom Investors’s Moelis & Co MC Stock Holding History

Axiom Investors’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 		$8.56M Sell
150,115
-110,982
-43% -$7.21M 0.1% 84
2025
Q4 		$17.9M Sell
261,097
-51,673
-17% -$3.45M 0.16% 55
2025
Q3 		$22.3M Buy
312,770
+122,020
+64% +$8.71M 0.16% 47
2025
Q2 		$11.9M Buy
190,750
+42,620
+29% +$2.39M 0.1% 65
2025
Q1 		$8.64M Sell
148,130
-135,063
-48% -$9.52M 0.08% 79
2024
Q4 		$20.9M Buy
283,193
+97,241
+52% +$7.04M 0.15% 60
2024
Q3 		$12.7M Buy
+185,952
New +$12M 0.11% 83
2015
Q1 		– Sell
-8,731
Closed -$305K – 151
2014
Q4 		$305K Sell
8,731
-10,100
-54% -$334K 0.01% 154
2014
Q3 		$643K Sell
18,831
-8,069
-30% -$273K 0.02% 146
2014
Q2 		$904K Buy
+26,900
New +$816K 0.02% 142

Other funds holding MC

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return