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Interval Partners’s Moelis & Co MC Stock Holding History

Interval 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 		– Sell
-57,563
Closed -$4.11M – 413
2025
Q3 		$4.11M Sell
57,563
-39,467
-41% -$2.82M 0.07% 247
2025
Q2 		$6.05M Buy
+97,030
New +$5.45M 0.1% 184
2022
Q4 		– Sell
-57,721
Closed -$1.95M – 282
2022
Q3 		$1.95M Sell
57,721
-54,554
-49% -$2.28M 0.09% 203
2022
Q2 		$4.42M Buy
+112,275
New +$4.9M 0.23% 116
2019
Q1 		– Sell
-86,414
Closed -$2.97M – 214
2018
Q4 		$2.97M Buy
86,414
+28,914
+50% +$1.23M 0.16% 119
2018
Q3 		$3.15M Buy
+57,500
New +$3.37M 0.13% 143
2016
Q2 		– Sell
-71,250
Closed -$2.01M – 163
2016
Q1 		$2.01M Buy
71,250
+32,447
+84% +$831K 0.17% 115
2015
Q4 		$1.13M Sell
38,803
-35,849
-48% -$1.03M 0.11% 132
2015
Q3 		$1.96M Buy
74,652
+14,157
+23% +$400K 0.25% 90
2015
Q2 		$1.74M Buy
60,495
+27,540
+84% +$805K 0.19% 102
2015
Q1 		$993K Buy
32,955
+16,736
+103% +$528K 0.12% 109
2014
Q4 		$567K Buy
+16,219
New +$536K 0.09% 119

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Interval Partners's MC Position: Q4 2025 in Review

Interval Partners sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 57,563 shares — an estimated $4.11M sold.

Interval Partners first reported a position in MC in Q4 2014 and held it in 12 quarters. The position peaked at $6.05M in Q2 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Interval Partners reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Interval Partners sold 57,563 Moelis & Co shares in Q4 2025, an estimated $4.11M.
  • Interval Partners first reported a position in Moelis & Co in Q4 2014 and held it in 12 quarters.
  • Interval Partners's Moelis & Co position peaked at $6.05M in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.