Azora Capital LP’s Moelis & Co MC Stock Holding History

Azora Capital LP’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	-223,470	Closed	-$15.9M	–	63
2025 Q3	$15.9M	Sell	223,470 -526,888	-70%	-$37.6M	0.74%	40
2025 Q2	$46.8M	Buy	+750,358	New	+$42.1M	2.11%	19
2024 Q1	–	Sell	-188,858	Closed	-$10.6M	–	61
2023 Q4	$10.6M	Buy	+188,858	New	+$8.87M	0.91%	32
2021 Q2	–	Sell	-126,801	Closed	-$6.96M	–	47
2021 Q1	$6.96M	Buy	+126,801	New	+$6.8M	0.87%	32
2018 Q4	–	Sell	-148,187	Closed	-$8.12M	–	38
2018 Q3	$8.12M	Buy	+148,187	New	+$8.69M	1.04%	22

Other funds holding MC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Azora Capital LP's MC Position: Q4 2025 in Review

Azora Capital LP sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 223,470 shares — an estimated $15.9M sold.

Azora Capital LP first reported a position in MC in Q3 2018 and held it in 5 quarters. The position peaked at $46.8M in Q2 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Azora Capital LP reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
Azora Capital LP sold 223,470 Moelis & Co shares in Q4 2025, an estimated $15.9M.
Azora Capital LP first reported a position in Moelis & Co in Q3 2018 and held it in 5 quarters.
Azora Capital LP's Moelis & Co position peaked at $46.8M in Q2 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

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