Continuum Advisory’s Moelis & Co MC Stock Holding History

Continuum Advisory’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	-43	Closed	-$2.51K	–	1109
2025 Q1	$2.51K	Buy	+43	New	+$3.03K	﹤0.01%	1276

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

Continuum Advisory's MC Position: Q2 2025 in Review

Continuum Advisory sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 43 shares — an estimated $2.51K sold.

Continuum Advisory first reported a position in MC in Q1 2025 and held it in 1 quarter. The position peaked at $2.51K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

Continuum Advisory reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 43 Moelis & Co shares in Q2 2025, an estimated $2.51K.
Continuum Advisory first reported a position in Moelis & Co in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Moelis & Co position peaked at $2.51K in Q1 2025.
375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.