LCM
MC icon

Legato Capital Management’s Moelis & Co MC Stock Holding History

Legato Capital 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
Q4 		– Sell
-16,590
Closed -$1.18M – 796
2025
Q3 		$1.18M Buy
16,590
+11,043
+199% +$788K 0.13% 248
2025
Q2 		$346K Hold
5,547
– – 0.04% 486
2025
Q1 		$324K Buy
+5,547
New +$391K 0.04% 477
2023
Q2 		– Sell
-9,470
Closed -$364K – 601
2023
Q1 		$364K Sell
9,470
-5,277
-36% -$227K 0.07% 398
2022
Q4 		$566K Buy
+14,747
New +$599K 0.11% 301

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

Legato Capital Management's MC Position: Q4 2025 in Review

Legato Capital Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 16,590 shares — an estimated $1.18M sold.

Legato Capital Management first reported a position in MC in Q4 2022 and held it in 5 quarters. The position peaked at $1.18M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Legato Capital Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Legato Capital Management sold 16,590 Moelis & Co shares in Q4 2025, an estimated $1.18M.
  • Legato Capital Management first reported a position in Moelis & Co in Q4 2022 and held it in 5 quarters.
  • Legato Capital Management's Moelis & Co position peaked at $1.18M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Legato Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.