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Campbell & Co Investment Adviser’s Moelis & Co MC Stock Holding History

Campbell & Co Investment Adviser’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
-45,688
Closed -$2.67M – 1324
2025
Q1 		$2.67M Buy
+45,688
New +$3.22M 0.2% 126
2024
Q4 		– Sell
-46,226
Closed -$3.17M – 1235
2024
Q3 		$3.17M Buy
+46,226
New +$2.98M 0.24% 87
2024
Q2 		– Sell
-20,809
Closed -$1.18M – 1228
2024
Q1 		$1.18M Buy
+20,809
New +$1.14M 0.1% 324
2022
Q2 		– Sell
-19,952
Closed -$937K – 818
2022
Q1 		$937K Buy
+19,952
New +$1.04M 0.25% 82
2021
Q2 		– Sell
-4,363
Closed -$239K – 635
2021
Q1 		$239K Buy
+4,363
New +$234K 0.15% 305

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Campbell & Co Investment Adviser's MC Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 45,688 shares — an estimated $2.67M sold.

Campbell & Co Investment Adviser first reported a position in MC in Q1 2021 and held it in 5 quarters. The position peaked at $3.17M in Q3 2024. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Campbell & Co Investment Adviser reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 45,688 Moelis & Co shares in Q2 2025, an estimated $2.67M.
  • Campbell & Co Investment Adviser first reported a position in Moelis & Co in Q1 2021 and held it in 5 quarters.
  • Campbell & Co Investment Adviser's Moelis & Co position peaked at $3.17M in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.