BTI
MC icon

Blue Trust Inc’s Moelis & Co MC Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-358
Closed -$22.3K – 2641
2025
Q2 		$22.3K Buy
+358
New +$20.1K ﹤0.01% 1647
2025
Q1 		– Sell
-203
Closed -$15K – 2527
2024
Q4 		$15K Sell
203
-878
-81% -$63.5K ﹤0.01% 1696
2024
Q3 		$61.5K Buy
1,081
+712
+193% +$46K ﹤0.01% 1471
2024
Q2 		$20.9K Buy
369
+367
+18,350% +$19.8K ﹤0.01% 1638
2024
Q1 		$114 Sell
2
-127
-98% -$6.93K ﹤0.01% 2111
2023
Q4 		$6K Buy
+129
New +$6.06K ﹤0.01% 1770
2023
Q3 		– Sell
-29
Closed -$1K – 2189
2023
Q2 		$1K Buy
+29
New +$1.16K ﹤0.01% 1878

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.38T AUM 44.17% 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

Blue Trust Inc's MC Position: Q3 2025 in Review

Blue Trust Inc sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 358 shares — an estimated $22.3K sold.

Blue Trust Inc first reported a position in MC in Q2 2023 and held it in 7 quarters. The position peaked at $61.5K in Q3 2024. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Blue Trust Inc reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 358 Moelis & Co shares in Q3 2025, an estimated $22.3K.
  • Blue Trust Inc first reported a position in Moelis & Co in Q2 2023 and held it in 7 quarters.
  • Blue Trust Inc's Moelis & Co position peaked at $61.5K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.