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Hemington Wealth Management’s Moelis & Co MC Stock Holding History

Hemington Wealth 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
Q3 		$1K Buy
22
+16
+267% +$1.14K ﹤0.01% 1456
2025
Q2 		$0 Buy
+6
New +$337 ﹤0.01% 1636

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
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
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

Hemington Wealth Management's MC Position: Q3 2025 in Review

Hemington Wealth Management increased its Moelis & Co (MC) stake by 267% in Q3 2025, buying an estimated $1.14K and bringing the position to 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Hemington Wealth Management first reported a position in MC in Q2 2025 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Hemington Wealth Management held 22 shares of Moelis & Co worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 16 Moelis & Co shares in Q3 2025, an estimated $1.14K.
  • Moelis & Co made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1456 holding.
  • Hemington Wealth Management first reported a position in Moelis & Co in Q2 2025 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.