Gabelli Funds’s Moelis & Co MC Stock Holding History

Gabelli Funds’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
2026 Q1	$2.5M	Buy	43,850 +11,800	+37%	+$767K	0.02%	684
2025 Q4	$2.2M	Buy	32,050 +7,500	+31%	+$501K	0.01%	714
2025 Q3	$1.75M	Buy	24,550 +300	+1%	+$21.4K	0.01%	790
2025 Q2	$1.51M	Buy	24,250 +3,600	+17%	+$202K	0.01%	804
2025 Q1	$1.21M	Hold	20,650	–	–	0.01%	749
2024 Q4	$1.53M	Sell	20,650 -3,400	-14%	-$246K	0.01%	700
2024 Q3	$1.65M	Sell	24,050 -2,500	-9%	-$161K	0.01%	692
2024 Q2	$1.51M	Hold	26,550	–	–	0.01%	713
2024 Q1	$1.51M	Hold	26,550	–	–	0.01%	711
2023 Q4	$1.49M	Buy	26,550 +950	+4%	+$44.6K	0.01%	711
2023 Q3	$1.16M	Sell	25,600 -5,500	-18%	-$259K	0.01%	766
2023 Q2	$1.41M	Buy	31,100 +2,800	+10%	+$112K	0.01%	730
2023 Q1	$1.09M	Buy	28,300 +15,400	+119%	+$661K	0.01%	784
2022 Q4	$495K	Buy	+12,900	New	+$524K	﹤0.01%	940

Other funds holding MC

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return