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ORG Partners’s Moelis & Co MC Stock Holding History

ORG 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
Q3 		– Hold
0
– – – 1551
2025
Q2 		– Hold
0
– – – 1501
2025
Q1 		– Hold
0
– – – 1364
2024
Q4 		– Hold
0
– – – 1257
2024
Q3 		– Hold
0
– – – 1129
2024
Q2 		– Hold
0
– – – 1766
2024
Q1 		– Hold
0
– – – 537
2023
Q4 		– Sell
-14
Closed -$671 – 1258
2023
Q3 		$671 Sell
14
-1
-7% -$47 ﹤0.01% 1184
2023
Q2 		$1K Buy
+15
New +$599 ﹤0.01% 1236

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

ORG Partners's MC Position: Q3 2025 in Review

ORG Partners held its Moelis & Co (MC) position steady in Q3 2025 at 0 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

ORG Partners first reported a position in MC in Q2 2023 and has held it in 2 quarters since. The position peaked at $1K in Q2 2023. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • ORG Partners held 0 shares of Moelis & Co worth $63 as of Q3 2025.
  • ORG Partners left its Moelis & Co share count unchanged in Q3 2025.
  • Moelis & Co made up ﹤0.01% of ORG Partners's portfolio in Q3 2025, its #1551 holding.
  • ORG Partners first reported a position in Moelis & Co in Q2 2023 and has held it in 2 quarters since.
  • ORG Partners's Moelis & Co position peaked at $1K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.