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
2026 Q1	–	Sell	-3,000	Closed	-$206K	–	4344
2025 Q4	$206K	Buy	+3,000	New	+$200K	﹤0.01%	2617

Other funds holding MC

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

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

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

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

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.