Harvest Fund Management’s Moelis & Co MC Stock Holding History

Harvest Fund 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	-20	Closed	-$1K	–	651
2025 Q3	$1K	Hold	20	–	–	﹤0.01%	612
2025 Q2	$1K	Sell	20 -678	-97%	-$38.1K	﹤0.01%	603
2025 Q1	$41K	Sell	698 -1,197	-63%	-$84.4K	﹤0.01%	504
2024 Q4	$140K	Hold	1,895	–	–	0.01%	502
2024 Q3	$130K	Buy	+1,895	New	+$122K	0.01%	387
2022 Q1	–	Sell	-1,126	Closed	-$70K	–	769
2021 Q4	$70K	Buy	1,126 +842	+296%	+$56.4K	0.01%	383
2021 Q3	$17K	Buy	+284	New	+$17K	﹤0.01%	612

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Fund Management's MC Position: Q4 2025 in Review

Harvest Fund Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 20 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in MC in Q3 2021 and held it in 7 quarters. The position peaked at $140K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Harvest Fund Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
Harvest Fund Management sold 20 Moelis & Co shares in Q4 2025, an estimated $1K.
Harvest Fund Management first reported a position in Moelis & Co in Q3 2021 and held it in 7 quarters.
Harvest Fund Management's Moelis & Co position peaked at $140K in Q4 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

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