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EFG Asset Management’s Moelis & Co MC Stock Holding History

EFG Asset Management’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 		$5.19M Sell
72,808
-7,661
-10% -$547K 0.67% 47
2025
Q2 		$5.01M Buy
80,469
+8,282
+11% +$465K 0.71% 45
2025
Q1 		$4.21M Sell
72,187
-412
-0.6% -$29K 0.7% 39
2024
Q4 		$5.36M Buy
72,599
+45,945
+172% +$3.32M 0.73% 35
2024
Q3 		$1.83M Sell
26,654
-325
-1% -$21K 0.31% 143
2024
Q2 		$1.53M Buy
+26,979
New +$1.46M 0.27% 147

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

EFG Asset Management's MC Position: Q3 2025 in Review

EFG Asset Management reduced its Moelis & Co (MC) stake by 9.5% in Q3 2025, selling an estimated $547K and leaving 72,808 shares worth $5.19M. The position accounts for 0.67% of the portfolio, ranked #47.

EFG Asset Management first reported a position in MC in Q2 2024 and has held it in 6 quarters since. The position peaked at $5.36M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • EFG Asset Management held 72,808 shares of Moelis & Co worth $5.19M as of Q3 2025.
  • EFG Asset Management sold 7,661 Moelis & Co shares in Q3 2025, an estimated $547K.
  • Moelis & Co made up 0.67% of EFG Asset Management's portfolio in Q3 2025, its #47 holding.
  • EFG Asset Management first reported a position in Moelis & Co in Q2 2024 and has held it in 6 quarters since.
  • EFG Asset Management's Moelis & Co position peaked at $5.36M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.