NewSquare Capital’s Moelis & Co MC Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-24	Closed	-$1.5K	–	791
2025 Q2	$1.5K	Buy	+24	New	+$1.35K	﹤0.01%	1008

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewSquare Capital's MC Position: Q3 2025 in Review

NewSquare Capital sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 24 shares — an estimated $1.5K sold.

NewSquare Capital first reported a position in MC in Q2 2025 and held it in 1 quarter. The position peaked at $1.5K in Q2 2025. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

NewSquare Capital reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 24 Moelis & Co shares in Q3 2025, an estimated $1.5K.
NewSquare Capital first reported a position in Moelis & Co in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Moelis & Co position peaked at $1.5K in Q2 2025.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.