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Parkworth Wealth Management’s Moelis & Co MC Stock Holding History

Parkworth Wealth 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
Q2 		– Sell
-1
Closed -$58 – 1380
2025
Q1 		$58 Hold
1
– – ﹤0.01% 1079
2024
Q4 		$74 Buy
+1
New +$72 ﹤0.01% 1068

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Kayne Anderson Rudnick Investment Management
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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Parkworth Wealth Management's MC Position: Q2 2025 in Review

Parkworth Wealth Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 1 share — an estimated $58 sold.

Parkworth Wealth Management first reported a position in MC in Q4 2024 and held it in 2 quarters. The position peaked at $74 in Q4 2024. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Parkworth Wealth Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 1 Moelis & Co share in Q2 2025, an estimated $58.
  • Parkworth Wealth Management first reported a position in Moelis & Co in Q4 2024 and held it in 2 quarters.
  • Parkworth Wealth Management's Moelis & Co position peaked at $74 in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.