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	–	889
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	–	748
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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 New York $761B AUM 31.28% 1-Year Est. Return