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Global Retirement Partners’s Moelis & Co MC Stock Holding History

Global Retirement Partners’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 		$68.5K Buy
996
+452
+83% +$30.2K ﹤0.01% 2154
2025
Q3 		$38.8K Buy
544
+276
+103% +$19.7K ﹤0.01% 2041
2025
Q2 		$16.7K Buy
+268
New +$15K ﹤0.01% 2369
2024
Q4 		$19.1K Sell
258
-105
-29% -$7.6K ﹤0.01% 2114
2024
Q3 		$24.9K Buy
363
+2
+0.6% +$129 ﹤0.01% 1888
2024
Q2 		$20.5K Buy
361
+86
+31% +$4.65K ﹤0.01% 1966
2024
Q1 		$15.6K Hold
275
– – ﹤0.01% 1915
2023
Q4 		$14.7K Buy
275
+1
+0.4% +$47 ﹤0.01% 1901
2023
Q3 		$12K Buy
274
+65
+31% +$3.06K ﹤0.01% 1874
2023
Q2 		$9.48K Buy
209
+65
+45% +$2.59K ﹤0.01% 1982
2023
Q1 		$5.19K Buy
144
+11
+8% +$472 ﹤0.01% 2144
2022
Q4 		$5.1K Buy
133
+83
+166% +$3.37K ﹤0.01% 2017
2022
Q3 		$2K Buy
+50
New +$2.09K ﹤0.01% 2268

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

Global Retirement Partners's MC Position: Q4 2025 in Review

Global Retirement Partners increased its Moelis & Co (MC) stake by 83% in Q4 2025, buying an estimated $30.2K and bringing the position to 996 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Global Retirement Partners first reported a position in MC in Q3 2022 and has held it in 13 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Global Retirement Partners held 996 shares of Moelis & Co worth $68.5K as of Q4 2025.
  • Global Retirement Partners bought 452 Moelis & Co shares in Q4 2025, an estimated $30.2K.
  • Moelis & Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2154 holding.
  • Global Retirement Partners first reported a position in Moelis & Co in Q3 2022 and has held it in 13 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.