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MC icon

&Partners’s Moelis & Co MC Stock Holding History

&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
2026
Q1 		$3.28M Buy
57,443
+4,452
+8% +$289K 0.02% 695
2025
Q4 		$3.64M Buy
52,991
+1,597
+3% +$107K 0.02% 608
2025
Q3 		$3.67M Buy
51,394
+1,236
+2% +$88.2K 0.02% 519
2025
Q2 		$3.11M Buy
50,158
+4,323
+9% +$243K 0.02% 501
2025
Q1 		$2.65M Buy
45,835
+3,999
+10% +$282K 0.03% 445
2024
Q4 		$3.13M Buy
41,836
+29,042
+227% +$2.1M 0.04% 372
2024
Q3 		$877K Buy
12,794
+3,685
+40% +$238K 0.02% 617
2024
Q2 		$517K Buy
+9,109
New +$492K 0.02% 531

Other funds holding MC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return