Fox Run Management’s Moelis & Co MC Stock Holding History

Fox Run 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 Q4	–	Sell	-5,097	Closed	-$364K	–	1110
2025 Q3	$364K	Buy	+5,097	New	+$364K	0.06%	614
2025 Q1	–	Sell	-4,895	Closed	-$362K	–	1095
2024 Q4	$362K	Buy	+4,895	New	+$354K	0.07%	558
2024 Q2	–	Sell	-8,013	Closed	-$455K	–	944
2024 Q1	$455K	Buy	+8,013	New	+$438K	0.1%	403
2023 Q3	–	Sell	-4,750	Closed	-$215K	–	869
2023 Q2	$215K	Buy	+4,750	New	+$190K	0.06%	559
2022 Q1	–	Sell	-5,477	Closed	-$342K	–	625
2021 Q4	$342K	Buy	+5,477	New	+$367K	0.2%	185
2019 Q3	–	Sell	-7,902	Closed	-$276K	–	483
2019 Q2	$276K	Buy	+7,902	New	+$286K	0.18%	260

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fox Run Management's MC Position: Q4 2025 in Review

Fox Run Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 5,097 shares — an estimated $364K sold.

Fox Run Management first reported a position in MC in Q2 2019 and held it in 6 quarters. The position peaked at $455K in Q1 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Fox Run Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
Fox Run Management sold 5,097 Moelis & Co shares in Q4 2025, an estimated $364K.
Fox Run Management first reported a position in Moelis & Co in Q2 2019 and held it in 6 quarters.
Fox Run Management's Moelis & Co position peaked at $455K in Q1 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Fox Run Management's 13F filing for Q4 2025, filed 11 Feb 2026.