Lazard Asset Management
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Lazard Asset Management’s Moelis & Co MC Stock Holding History

Lazard Asset 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 		– Sell
-3,093
Closed -$192K – 2117
2025
Q2 		$192K Buy
3,093
+2,313
+297% +$130K ﹤0.01% 1710
2025
Q1 		$45K Buy
+780
New +$55K ﹤0.01% 2015
2022
Q1 		– Sell
-1,257
Closed -$78K – 2444
2021
Q4 		$78K Buy
+1,257
New +$84.2K ﹤0.01% 1537

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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

Lazard Asset Management's MC Position: Q3 2025 in Review

Lazard Asset Management sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 3,093 shares — an estimated $192K sold.

Lazard Asset Management first reported a position in MC in Q4 2021 and held it in 3 quarters. The position peaked at $192K in Q2 2025. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Lazard Asset Management reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 3,093 Moelis & Co shares in Q3 2025, an estimated $192K.
  • Lazard Asset Management first reported a position in Moelis & Co in Q4 2021 and held it in 3 quarters.
  • Lazard Asset Management's Moelis & Co position peaked at $192K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.