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Principal Securities’s Moelis & Co MC Stock Holding History

Principal Securities’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
-131
Closed -$9.34K – 2641
2025
Q3 		$9.34K Buy
131
+16
+14% +$1.14K ﹤0.01% 2747
2025
Q2 		$7.17K Buy
115
+39
+51% +$2.19K ﹤0.01% 2760
2025
Q1 		$5.62K Hold
76
– – ﹤0.01% 2733
2024
Q4 		$5.62K Hold
76
– – ﹤0.01% 2730
2024
Q3 		$5.21K Hold
76
– – ﹤0.01% 2663
2024
Q2 		$4.32K Hold
76
– – ﹤0.01% 2689
2024
Q1 		$4.32K Sell
76
-104
-58% -$5.68K ﹤0.01% 2659
2023
Q4 		$10.1K Buy
+180
New +$8.46K ﹤0.01% 2234

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

Principal Securities's MC Position: Q4 2025 in Review

Principal Securities sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 131 shares — an estimated $9.34K sold.

Principal Securities first reported a position in MC in Q4 2023 and held it in 8 quarters. The position peaked at $10.1K in Q4 2023. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Principal Securities reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 131 Moelis & Co shares in Q4 2025, an estimated $9.34K.
  • Principal Securities first reported a position in Moelis & Co in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Moelis & Co position peaked at $10.1K in Q4 2023.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.