MQS Management’s Moelis & Co MC Stock Holding History

MQS 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	-5,212	Closed	-$372K	–	555
2025 Q3	$372K	Buy	+5,212	New	+$372K	0.22%	189

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 $13.5B AUM 16.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

MQS Management's MC Position: Q4 2025 in Review

MQS Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 5,212 shares — an estimated $372K sold.

MQS Management first reported a position in MC in Q3 2025 and held it in 1 quarter. The position peaked at $372K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

MQS Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
MQS Management sold 5,212 Moelis & Co shares in Q4 2025, an estimated $372K.
MQS Management first reported a position in Moelis & Co in Q3 2025 and held it in 1 quarter.
MQS Management's Moelis & Co position peaked at $372K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

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