CH
MC icon

Canton Hathaway’s Moelis & Co MC Stock Holding History

Canton Hathaway’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
-820
Closed -$51K – 282
2025
Q2 		$51K Buy
+820
New +$46K 0.01% 200

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 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 $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
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

Canton Hathaway's MC Position: Q3 2025 in Review

Canton Hathaway sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 820 shares — an estimated $51K sold.

Canton Hathaway first reported a position in MC in Q2 2025 and held it in 1 quarter. The position peaked at $51K in Q2 2025. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Canton Hathaway reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • Canton Hathaway sold 820 Moelis & Co shares in Q3 2025, an estimated $51K.
  • Canton Hathaway first reported a position in Moelis & Co in Q2 2025 and held it in 1 quarter.
  • Canton Hathaway's Moelis & Co position peaked at $51K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Canton Hathaway's 13F filing for Q3 2025, filed 23 Oct 2025.