Clearstead Trust’s Moelis & Co MC Stock Holding History

Clearstead Trust’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	-18	Closed	-$1.28K	–	1313
2025 Q3	$1.28K	Hold	18	–	–	﹤0.01%	1142
2025 Q2	$1.12K	Buy	+18	New	+$1.01K	﹤0.01%	1124

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 $3.38T AUM 44.17% 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

Clearstead Trust's MC Position: Q4 2025 in Review

Clearstead Trust sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 18 shares — an estimated $1.28K sold.

Clearstead Trust first reported a position in MC in Q2 2025 and held it in 2 quarters. The position peaked at $1.28K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Clearstead Trust reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 18 Moelis & Co shares in Q4 2025, an estimated $1.28K.
Clearstead Trust first reported a position in Moelis & Co in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Moelis & Co position peaked at $1.28K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.