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Palisade Asset Management’s Moelis & Co MC Stock Holding History

Palisade Asset 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
-36
Closed -$2.57K – 475
2025
Q3 		$2.57K Buy
+36
New +$2.57K ﹤0.01% 454

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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 $3.38T AUM 44.17% 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

Palisade Asset Management's MC Position: Q4 2025 in Review

Palisade Asset Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 36 shares — an estimated $2.57K sold.

Palisade Asset Management first reported a position in MC in Q3 2025 and held it in 1 quarter. The position peaked at $2.57K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Palisade Asset Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 36 Moelis & Co shares in Q4 2025, an estimated $2.57K.
  • Palisade Asset Management first reported a position in Moelis & Co in Q3 2025 and held it in 1 quarter.
  • Palisade Asset Management's Moelis & Co position peaked at $2.57K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

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