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Salem Investment Counselors’s Moelis & Co MC Stock Holding History

Salem Investment Counselors’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
-105
Closed -$7.49K – 840
2025
Q3 		$7.49K Hold
105
– – ﹤0.01% 926
2025
Q2 		$6.54K Sell
105
-81
-44% -$4.55K ﹤0.01% 912
2025
Q1 		$10.9K Buy
186
+81
+77% +$5.71K ﹤0.01% 827
2024
Q4 		$7.76K Hold
105
– – ﹤0.01% 866
2024
Q3 		$7.19K Buy
+105
New +$6.78K ﹤0.01% 877

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Salem Investment Counselors's MC Position: Q4 2025 in Review

Salem Investment Counselors sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 105 shares — an estimated $7.49K sold.

Salem Investment Counselors first reported a position in MC in Q3 2024 and held it in 5 quarters. The position peaked at $10.9K in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Salem Investment Counselors reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 105 Moelis & Co shares in Q4 2025, an estimated $7.49K.
  • Salem Investment Counselors first reported a position in Moelis & Co in Q3 2024 and held it in 5 quarters.
  • Salem Investment Counselors's Moelis & Co position peaked at $10.9K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.