Orion Portfolio Solutions’s Moelis & Co MC Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.4M	Buy	41,133 +5,563	+16%	+$392K	0.02%	616
2024 Q4	$2.63M	Sell	35,570 -2,467	-6%	-$179K	0.03%	565
2024 Q3	$2.61M	Sell	38,037 -2,224	-6%	-$144K	0.03%	558
2024 Q2	$2.29M	Sell	40,261 -3,599	-8%	-$194K	0.02%	591
2024 Q1	$2.49M	Sell	43,860 -1,969	-4%	-$108K	0.03%	557
2023 Q4	$2.57M	Sell	45,829 -2,830	-6%	-$133K	0.03%	517
2023 Q3	$2.2M	Sell	48,659 -4,297	-8%	-$202K	0.03%	575
2023 Q2	$2.4M	Sell	52,956 -4,436	-8%	-$177K	0.03%	569
2023 Q1	$2.21M	Buy	+57,392	New	+$2.46M	0.03%	552
2020 Q1	–	Sell	-14	Closed	–	–	2127
2019 Q4	$0	Buy	+14	New	+$458	﹤0.01%	1885

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Orion Portfolio Solutions's MC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Moelis & Co (MC) stake by 16% in Q1 2025, buying an estimated $392K and bringing the position to 41,133 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #616.

Orion Portfolio Solutions first reported a position in MC in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

Orion Portfolio Solutions held 41,133 shares of Moelis & Co worth $2.4M as of Q1 2025.
Orion Portfolio Solutions bought 5,563 Moelis & Co shares in Q1 2025, an estimated $392K.
Moelis & Co made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #616 holding.
Orion Portfolio Solutions first reported a position in Moelis & Co in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Moelis & Co position peaked at $2.63M in Q4 2024.
379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.