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Scientech Research LLC’s Moelis & Co MC Stock Holding History

Scientech Research LLC’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
-13,875
Closed -$810K – 755
2025
Q1 		$810K Buy
+13,875
New +$978K 0.21% 197
2024
Q1 		– Sell
-4,280
Closed -$240K – 505
2023
Q4 		$240K Buy
+4,280
New +$201K 0.24% 177

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Kayne Anderson Rudnick Investment Management
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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scientech Research LLC's MC Position: Q2 2025 in Review

Scientech Research LLC sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 13,875 shares — an estimated $810K sold.

Scientech Research LLC first reported a position in MC in Q4 2023 and held it in 2 quarters. The position peaked at $810K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Scientech Research LLC reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Scientech Research LLC sold 13,875 Moelis & Co shares in Q2 2025, an estimated $810K.
  • Scientech Research LLC first reported a position in Moelis & Co in Q4 2023 and held it in 2 quarters.
  • Scientech Research LLC's Moelis & Co position peaked at $810K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Scientech Research LLC's 13F filing for Q2 2025, filed 14 Aug 2025.