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Edgestream Partners’s Moelis & Co MC Stock Holding History

Edgestream Partners’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
-53,957
Closed -$3.85M – 1067
2025
Q3 		$3.85M Buy
53,957
+43,583
+420% +$3.11M 0.11% 345
2025
Q2 		$647K Sell
10,374
-115,852
-92% -$6.5M 0.02% 704
2025
Q1 		$7.37M Buy
126,226
+88,543
+235% +$6.24M 0.25% 110
2024
Q4 		$2.78M Buy
+37,683
New +$2.73M 0.12% 323
2024
Q3 		– Sell
-8,428
Closed -$479K – 981
2024
Q2 		$479K Sell
8,428
-4,232
-33% -$229K 0.02% 676
2024
Q1 		$719K Buy
+12,660
New +$691K 0.04% 578

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

Edgestream Partners's MC Position: Q4 2025 in Review

Edgestream Partners sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 53,957 shares — an estimated $3.85M sold.

Edgestream Partners first reported a position in MC in Q1 2024 and held it in 6 quarters. The position peaked at $7.37M in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Edgestream Partners reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 53,957 Moelis & Co shares in Q4 2025, an estimated $3.85M.
  • Edgestream Partners first reported a position in Moelis & Co in Q1 2024 and held it in 6 quarters.
  • Edgestream Partners's Moelis & Co position peaked at $7.37M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.