Madison Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101M | Buy |
1,773,735
+555,557
| +46% | +$36.1M | 1.25% | 19 |
|
|
2025
Q4 | $83.7M | Sell |
1,218,178
-66,083
| -5% | -$4.41M | 0.96% | 35 |
|
|
2025
Q3 | $91.6M | Sell |
1,284,261
-11,023
| -0.9% | -$787K | 1.01% | 34 |
|
|
2025
Q2 | $80.7M | Buy |
1,295,284
+31,084
| +2% | +$1.74M | 0.87% | 40 |
|
|
2025
Q1 | $73.8M | Buy |
1,264,200
+99,313
| +9% | +$7M | 0.82% | 46 |
|
|
2024
Q4 | $86.1M | Sell |
1,164,887
-394,434
| -25% | -$28.5M | 0.97% | 36 |
|
|
2024
Q3 | $107M | Sell |
1,559,321
-211,514
| -12% | -$13.7M | 1.2% | 24 |
|
|
2024
Q2 | $101M | Buy |
1,770,835
+167,226
| +10% | +$9.04M | 1.25% | 18 |
|
|
2024
Q1 | $91M | Buy |
1,603,609
+203,960
| +15% | +$11.1M | 1.12% | 28 |
|
|
2023
Q4 | $78.6M | Buy |
1,399,649
+60,455
| +5% | +$2.84M | 1.06% | 30 |
|
|
2023
Q3 | $60.4M | Buy |
1,339,194
+18,239
| +1% | +$858K | 0.89% | 38 |
|
|
2023
Q2 | $59.9M | Buy |
1,320,955
+21,243
| +2% | +$848K | 0.87% | 39 |
|
|
2023
Q1 | $50M | Buy |
1,299,712
+504,896
| +64% | +$21.7M | 0.76% | 47 |
|
|
2022
Q4 | $30.5M | Buy |
794,816
+8,358
| +1% | +$339K | 0.48% | 75 |
|
|
2022
Q3 | $26.6M | Buy |
786,458
+13,273
| +2% | +$556K | 0.45% | 83 |
|
|
2022
Q2 | $30.4M | Buy |
773,185
+354,484
| +85% | +$15.5M | 0.47% | 82 |
|
|
2022
Q1 | $19.7M | Sell |
418,701
-3,802
| -0.9% | -$198K | 0.28% | 101 |
|
|
2021
Q4 | $26.4M | Sell |
422,503
-186,014
| -31% | -$12.5M | 0.35% | 94 |
|
|
2021
Q3 | $37.6M | Sell |
608,517
-223
| -0% | -$13.4K | 0.52% | 74 |
|
|
2021
Q2 | $34.6M | Sell |
608,740
-3,424
| -0.6% | -$186K | 0.47% | 77 |
|
|
2021
Q1 | $33.6M | Sell |
612,164
-302,502
| -33% | -$16.2M | 0.47% | 81 |
|
|
2020
Q4 | $42.8M | Buy |
914,666
+21,234
| +2% | +$854K | 0.63% | 62 |
|
|
2020
Q3 | $31.4M | Sell |
893,432
-36,315
| -4% | -$1.15M | 0.52% | 68 |
|
|
2020
Q2 | $29M | Buy |
+929,747
| New | +$29.2M | 0.51% | 71 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
