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Richard Bernstein Advisors’s Moelis & Co MC Stock Holding History

Richard Bernstein Advisors’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
-54,971
Closed -$3.21M – 231
2025
Q1 		$3.21M Sell
54,971
-1,803
-3% -$127K 0.08% 138
2024
Q4 		$4.19M Hold
56,774
– – 0.1% 101
2024
Q3 		$3.89M Hold
56,774
– – 0.08% 117
2024
Q2 		$3.23M Buy
56,774
+13
+0% +$703 0.07% 133
2024
Q1 		$3.22M Hold
56,761
– – 0.07% 138
2023
Q4 		$3.19M Buy
56,761
+32
+0.1% +$1.5K 0.07% 124
2023
Q3 		$2.56M Buy
+56,729
New +$2.67M 0.06% 164

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Richard Bernstein Advisors's MC Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 54,971 shares — an estimated $3.21M sold.

Richard Bernstein Advisors first reported a position in MC in Q3 2023 and held it in 7 quarters. The position peaked at $4.19M in Q4 2024. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 54,971 Moelis & Co shares in Q2 2025, an estimated $3.21M.
  • Richard Bernstein Advisors first reported a position in Moelis & Co in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's Moelis & Co position peaked at $4.19M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.