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Nicholas Investment Partners’s Moelis & Co MC Stock Holding History

Nicholas Investment Partners’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
-119,117
Closed -$8.5M – 230
2025
Q3 		$8.5M Buy
119,117
+95,031
+395% +$6.78M 0.65% 54
2025
Q2 		$1.5M Sell
24,086
-19,015
-44% -$1.07M 0.13% 165
2025
Q1 		$2.52M Buy
+43,101
New +$3.04M 0.26% 129
2023
Q2 		– Sell
-72,793
Closed -$2.8M – 203
2023
Q1 		$2.8M Sell
72,793
-39,285
-35% -$1.69M 0.21% 111
2022
Q4 		$4.3M Buy
+112,078
New +$4.55M 0.38% 83
2019
Q3 		– Sell
-129,187
Closed -$4.51M – 212
2019
Q2 		$4.51M Buy
129,187
+30,552
+31% +$1.1M 0.41% 86
2019
Q1 		$4.1M Sell
98,635
-1,172
-1% -$50.1K 0.37% 92
2018
Q4 		$3.43M Sell
99,807
-87,669
-47% -$3.72M 0.37% 99
2018
Q3 		$10.3M Buy
187,476
+15,624
+9% +$916K 0.82% 24
2018
Q2 		$10.1M Buy
171,852
+2,176
+1% +$125K 0.71% 16
2018
Q1 		$8.63M Buy
169,676
+42,193
+33% +$2.16M 0.62% 23
2017
Q4 		$6.18M Sell
127,483
-5,733
-4% -$259K 0.41% 55
2017
Q3 		$5.74M Sell
133,216
-1,828
-1% -$73.1K 0.4% 70
2017
Q2 		$5.25M Sell
135,044
-344
-0.3% -$12.8K 0.37% 79
2017
Q1 		$5.21M Sell
135,388
-16,371
-11% -$593K 0.37% 85
2016
Q4 		$5.14M Buy
+151,759
New +$4.28M 0.39% 92

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 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 $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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nicholas Investment Partners's MC Position: Q4 2025 in Review

Nicholas Investment Partners sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 119,117 shares — an estimated $8.5M sold.

Nicholas Investment Partners first reported a position in MC in Q4 2016 and held it in 16 quarters. The position peaked at $10.3M in Q3 2018. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Nicholas Investment Partners reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 119,117 Moelis & Co shares in Q4 2025, an estimated $8.5M.
  • Nicholas Investment Partners first reported a position in Moelis & Co in Q4 2016 and held it in 16 quarters.
  • Nicholas Investment Partners's Moelis & Co position peaked at $10.3M in Q3 2018.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Nicholas Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.