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Morningstar Investment Management’s Moelis & Co MC Stock Holding History

Morningstar Investment 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
-28,387
Closed -$2.02M – 403
2025
Q3 		$2.02M Buy
+28,387
New +$2.03M 0.07% 248

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

Morningstar Investment Management's MC Position: Q4 2025 in Review

Morningstar Investment Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 28,387 shares — an estimated $2.02M sold.

Morningstar Investment Management first reported a position in MC in Q3 2025 and held it in 1 quarter. The position peaked at $2.02M in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Morningstar Investment Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 28,387 Moelis & Co shares in Q4 2025, an estimated $2.02M.
  • Morningstar Investment Management first reported a position in Moelis & Co in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Moelis & Co position peaked at $2.02M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.