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Rise Advisors’s Moelis & Co MC Stock Holding History

Rise 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
Q4 		– Sell
-182
Closed -$13K – 888
2025
Q3 		$13K Buy
182
+1
+0.6% +$71 ﹤0.01% 845
2025
Q2 		$11.3K Buy
181
+2
+1% +$112 ﹤0.01% 918
2025
Q1 		$10.4K Sell
179
-52
-23% -$3.67K ﹤0.01% 940
2024
Q4 		$17.1K Buy
231
+2
+0.9% +$145 0.01% 756
2024
Q3 		$15.7K Buy
229
+1
+0.4% +$65 0.01% 841
2024
Q2 		$12.9K Buy
228
+3
+1% +$162 0.01% 901
2024
Q1 		$12.8K Buy
+225
New +$12.3K 0.01% 962
2023
Q2 		– Sell
-56
Closed -$2.17K – 747
2023
Q1 		$2.17K Hold
56
– – ﹤0.01% 562
2022
Q4 		$2.13K Buy
56
+1
+2% +$41 ﹤0.01% 557
2022
Q3 		$2K Buy
55
+1
+2% +$42 ﹤0.01% 557
2022
Q2 		$2K Buy
54
+1
+2% +$44 ﹤0.01% 567
2022
Q1 		$3K Hold
53
– – ﹤0.01% 492
2021
Q4 		$3.3K Buy
+53
New +$3.55K ﹤0.01% 461

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 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 $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rise Advisors's MC Position: Q4 2025 in Review

Rise Advisors sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 182 shares — an estimated $13K sold.

Rise Advisors first reported a position in MC in Q4 2021 and held it in 13 quarters. The position peaked at $17.1K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Rise Advisors reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 182 Moelis & Co shares in Q4 2025, an estimated $13K.
  • Rise Advisors first reported a position in Moelis & Co in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Moelis & Co position peaked at $17.1K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.