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First Horizon Advisors’s Moelis & Co MC Stock Holding History

First Horizon Advisors’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 		$59.8K Sell
959
-40
-4% -$2.25K ﹤0.01% 911
2025
Q1 		$58.3K Hold
999
– – ﹤0.01% 870
2024
Q4 		$73.8K Sell
999
-100
-9% -$7.24K ﹤0.01% 800
2024
Q3 		$75.3K Hold
1,099
– – ﹤0.01% 822
2024
Q2 		$62.5K Hold
1,099
– – ﹤0.01% 830
2024
Q1 		$62.4K Hold
1,099
– – ﹤0.01% 853
2023
Q4 		$61.7K Hold
1,099
– – ﹤0.01% 833
2023
Q3 		$49.6K Hold
1,099
– – ﹤0.01% 861
2023
Q2 		$49.8K Hold
1,099
– – ﹤0.01% 883
2023
Q1 		$42.2K Hold
1,099
– – ﹤0.01% 962
2022
Q4 		$42.2K Buy
1,099
+50
+5% +$2.03K ﹤0.01% 925
2022
Q3 		$35K Hold
1,049
– – ﹤0.01% 987
2022
Q2 		$40K Buy
+1,049
New +$45.8K ﹤0.01% 1013
2022
Q1 		– Sell
-1,024
Closed -$63K – 2057
2021
Q4 		$63K Buy
1,024
+101
+11% +$6.77K ﹤0.01% 835
2021
Q3 		$56K Hold
923
– – ﹤0.01% 853
2021
Q2 		$51K Hold
923
– – ﹤0.01% 780
2021
Q1 		$50K Buy
923
+57
+7% +$3.06K ﹤0.01% 743
2020
Q4 		$40K Sell
866
-52
-6% -$2.09K ﹤0.01% 681
2020
Q3 		$32K Buy
918
+52
+6% +$1.64K ﹤0.01% 670
2020
Q2 		$26K Hold
866
– – ﹤0.01% 708
2020
Q1 		$24K Buy
866
+486
+128% +$15.9K ﹤0.01% 665
2019
Q4 		$12K Buy
+380
New +$12.4K ﹤0.01% 1022
2019
Q3 		– Sell
-272
Closed -$9K – 1597
2019
Q2 		$9K Buy
272
+3
+1% +$109 ﹤0.01% 1113
2019
Q1 		$11K Buy
269
+11
+4% +$470 ﹤0.01% 1021
2018
Q4 		$8K Buy
258
+93
+56% +$3.95K ﹤0.01% 1092
2018
Q3 		$9K Buy
165
+5
+3% +$293 ﹤0.01% 1149
2018
Q2 		$9K Buy
+160
New +$9.19K ﹤0.01% 1155

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

First Horizon Advisors's MC Position: Q2 2025 in Review

First Horizon Advisors reduced its Moelis & Co (MC) stake by 4% in Q2 2025, selling an estimated $2.25K and leaving 959 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

First Horizon Advisors first reported a position in MC in Q2 2018 and has held it in 27 quarters since. The position peaked at $75.3K in Q3 2024. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • First Horizon Advisors held 959 shares of Moelis & Co worth $59.8K as of Q2 2025.
  • First Horizon Advisors sold 40 Moelis & Co shares in Q2 2025, an estimated $2.25K.
  • Moelis & Co made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #911 holding.
  • First Horizon Advisors first reported a position in Moelis & Co in Q2 2018 and has held it in 27 quarters since.
  • First Horizon Advisors's Moelis & Co position peaked at $75.3K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.