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
2026 Q2	$4.97M	Buy	+76,000	New	+$4.98M	0.13%	185
2025 Q1	–	Sell	-17,800	Closed	-$1.32M	–	447
2024 Q4	$1.32M	Buy	+17,800	New	+$1.29M	0.03%	305

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.