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HRT Financial’s Moelis & Co MC Stock Holding History

HRT Financial’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
-9,939
Closed -$663K – 3677
2025
Q3 		$708K Buy
+9,939
New +$710K ﹤0.01% 1694
2024
Q4 		– Sell
-49,370
Closed -$3.38M – 2911
2024
Q3 		$3.38M Buy
+49,370
New +$3.19M 0.02% 635
2024
Q1 		– Sell
-54,584
Closed -$3.06M – 2772
2023
Q4 		$3.06M Buy
54,584
+15,778
+41% +$741K 0.02% 467
2023
Q3 		$1.75M Buy
+38,806
New +$1.83M 0.02% 673
2021
Q4 		– Sell
-27,949
Closed -$1.73M – 3706
2021
Q3 		$1.73M Buy
+27,949
New +$1.67M 0.01% 837
2021
Q2 		– Sell
-7,672
Closed -$421K – 3246
2021
Q1 		$421K Buy
+7,672
New +$411K ﹤0.01% 1915

Other funds holding MC

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HRT Financial's MC Position: Q4 2025 in Review

HRT Financial sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 9,939 shares — an estimated $663K sold.

HRT Financial first reported a position in MC in Q1 2021 and held it in 6 quarters. The position peaked at $3.38M in Q3 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • HRT Financial reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 9,939 Moelis & Co shares in Q4 2025, an estimated $663K.
  • HRT Financial first reported a position in Moelis & Co in Q1 2021 and held it in 6 quarters.
  • HRT Financial's Moelis & Co position peaked at $3.38M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.