Envestnet Portfolio Solutions
MC icon

Envestnet Portfolio Solutions’s Moelis & Co MC Stock Holding History

Envestnet Portfolio Solutions’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 		$305K Sell
2025
Q1 		$307K Sell
2024
Q4 		$621K Buy
2024
Q3 		$574K Buy
2024
Q2 		$255K Sell
2024
Q1 		$255K Sell
2023
Q4 		$255K Sell
2023
Q3 		$212K Buy