Banque Pictet & Cie’s Moelis & Co MC Stock Holding History

Banque Pictet & Cie’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	-11,524	Closed	-$673K	–	395
2025 Q1	$673K	Buy	+11,524	New	+$812K	0.01%	267

Other funds holding MC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Banque Pictet & Cie's MC Position: Q2 2025 in Review

Banque Pictet & Cie sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 11,524 shares — an estimated $673K sold.

Banque Pictet & Cie first reported a position in MC in Q1 2025 and held it in 1 quarter. The position peaked at $673K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

Banque Pictet & Cie reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
Banque Pictet & Cie sold 11,524 Moelis & Co shares in Q2 2025, an estimated $673K.
Banque Pictet & Cie first reported a position in Moelis & Co in Q1 2025 and held it in 1 quarter.
Banque Pictet & Cie's Moelis & Co position peaked at $673K in Q1 2025.
375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Banque Pictet & Cie's 13F filing for Q2 2025, filed 16 Jul 2025.