Michael Gelband’s Moelis & Co MC Stock Holding History

Michael Gelband’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	-73,451	Closed	-$5.24M	–	1844
2025 Q3	$5.24M	Buy	+73,451	New	+$5.24M	0.05%	396
2025 Q2	–	Sell	-112,425	Closed	-$6.56M	–	1771
2025 Q1	$6.56M	Buy	112,425 +106,729	+1,874%	+$7.52M	0.06%	327
2024 Q4	$421K	Sell	5,696 -80,756	-93%	-$5.84M	﹤0.01%	1196
2024 Q3	$5.92M	Buy	+86,452	New	+$5.58M	0.04%	362
2024 Q2	–	Sell	-8,610	Closed	-$489K	–	1795
2024 Q1	$489K	Buy	+8,610	New	+$470K	﹤0.01%	1145
2023 Q4	–	Sell	-33,969	Closed	-$1.53M	–	1813
2023 Q3	$1.53M	Sell	33,969 -5,534	-14%	-$260K	0.01%	779
2023 Q2	$1.79M	Buy	+39,503	New	+$1.58M	0.01%	855
2022 Q2	–	Sell	-24,802	Closed	-$1.16M	–	2230
2022 Q1	$1.16M	Sell	24,802 -49,645	-67%	-$2.58M	0.01%	1061
2021 Q4	$4.65M	Buy	74,447 +65,705	+752%	+$4.4M	0.05%	464
2021 Q3	$541K	Buy	8,742 +101	+1%	+$6.05K	0.01%	1334
2021 Q2	$492K	Sell	8,641 -8,771	-50%	-$476K	0.01%	1452
2021 Q1	$956K	Sell	17,412 -4,983	-22%	-$267K	0.01%	945
2020 Q4	$1.05M	Buy	+22,395	New	+$901K	0.01%	835

Other funds holding MC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Michael Gelband's MC Position: Q4 2025 in Review

Michael Gelband sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 73,451 shares — an estimated $5.24M sold.

Michael Gelband first reported a position in MC in Q4 2020 and held it in 13 quarters. The position peaked at $6.56M in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Michael Gelband reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
Michael Gelband sold 73,451 Moelis & Co shares in Q4 2025, an estimated $5.24M.
Michael Gelband first reported a position in Moelis & Co in Q4 2020 and held it in 13 quarters.
Michael Gelband's Moelis & Co position peaked at $6.56M in Q1 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on ExodusPoint Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.