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Shelton Capital Management’s Moelis & Co MC Stock Holding History

Shelton Capital 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
-2,747
Closed -$203K – 736
2024
Q4 		$203K Sell
2,747
-256
-9% -$18.5K 0.01% 698
2024
Q3 		$206K Buy
+3,003
New +$194K 0.01% 706

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LCOV
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Shelton Capital Management's MC Position: Q1 2025 in Review

Shelton Capital Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 2,747 shares — an estimated $203K sold.

Shelton Capital Management first reported a position in MC in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q3 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Shelton Capital Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 2,747 Moelis & Co shares in Q1 2025, an estimated $203K.
  • Shelton Capital Management first reported a position in Moelis & Co in Q3 2024 and held it in 2 quarters.
  • Shelton Capital Management's Moelis & Co position peaked at $206K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.