Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Moelis & Co MC Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-3,717
Closed -$275K – 576
2024
Q4 		$275K Buy
3,717
+302
+9% +$21.9K 0.01% 482
2024
Q3 		$234K Buy
+3,415
New +$220K 0.01% 573

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Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
London Company of Virginia
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 $3.38T AUM 44.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Robertson Stephens Wealth Management's MC Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 3,717 shares — an estimated $275K sold.

Robertson Stephens Wealth Management first reported a position in MC in Q3 2024 and held it in 2 quarters. The position peaked at $275K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,717 Moelis & Co shares in Q1 2025, an estimated $275K.
  • Robertson Stephens Wealth Management first reported a position in Moelis & Co in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Moelis & Co position peaked at $275K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.