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Pitcairn’s Moelis & Co MC Stock Holding History

Pitcairn’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
-6,888
Closed -$491K – 330
2025
Q3 		$491K Sell
6,888
-1,382
-17% -$98.7K 0.04% 350
2025
Q2 		$515K Sell
8,270
-1,528
-16% -$85.8K 0.03% 399
2025
Q1 		$572K Buy
9,798
+111
+1% +$7.83K 0.03% 391
2024
Q4 		$716K Buy
9,687
+257
+3% +$18.6K 0.04% 327
2024
Q3 		$650K Sell
9,430
-684
-7% -$44.2K 0.04% 355
2024
Q2 		$575K Buy
10,114
+810
+9% +$43.8K 0.04% 399
2024
Q1 		$528K Buy
9,304
+107
+1% +$5.84K 0.03% 422
2023
Q4 		$516K Sell
9,197
-31
-0.3% -$1.46K 0.04% 393
2023
Q3 		$416K Buy
9,228
+169
+2% +$7.95K 0.03% 422
2023
Q2 		$411K Sell
9,059
-432
-5% -$17.2K 0.03% 427
2023
Q1 		$365K Sell
9,491
-17
-0.2% -$730 0.03% 441
2022
Q4 		$365K Buy
9,508
+2,238
+31% +$90.8K 0.04% 403
2022
Q3 		$246K Buy
7,270
+127
+2% +$5.32K 0.03% 492
2022
Q2 		$281K Sell
7,143
-251
-3% -$10.9K 0.03% 452
2022
Q1 		$347K Sell
7,394
-134
-2% -$6.97K 0.03% 464
2021
Q4 		$471K Sell
7,528
-81
-1% -$5.43K 0.03% 389
2021
Q3 		$470K Buy
7,609
+121
+2% +$7.25K 0.03% 364
2021
Q2 		$426K Sell
7,488
-540
-7% -$29.3K 0.03% 398
2021
Q1 		$441K Buy
8,028
+936
+13% +$50.2K 0.03% 364
2020
Q4 		$331K Buy
7,092
+122
+2% +$4.91K 0.03% 413
2020
Q3 		$244K Buy
6,970
+150
+2% +$4.74K 0.02% 431
2020
Q2 		$212K Buy
+6,820
New +$214K 0.02% 454

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

Pitcairn's MC Position: Q4 2025 in Review

Pitcairn sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 6,888 shares — an estimated $491K sold.

Pitcairn first reported a position in MC in Q2 2020 and held it in 22 quarters. The position peaked at $716K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Pitcairn reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 6,888 Moelis & Co shares in Q4 2025, an estimated $491K.
  • Pitcairn first reported a position in Moelis & Co in Q2 2020 and held it in 22 quarters.
  • Pitcairn's Moelis & Co position peaked at $716K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.