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Spire Wealth Management’s Moelis & Co MC Stock Holding History

Spire 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
Q4 		– Sell
-84
Closed -$5.99K – 2420
2025
Q3 		$5.99K Buy
84
+2
+2% +$143 ﹤0.01% 1915
2025
Q2 		$5.11K Hold
82
– – ﹤0.01% 1931
2025
Q1 		$4.79K Buy
+82
New +$5.78K ﹤0.01% 2070
2023
Q2 		– Sell
-114
Closed -$4.38K – 2473
2023
Q1 		$4.38K Buy
114
+35
+44% +$1.5K ﹤0.01% 2062
2022
Q4 		$3K Buy
+79
New +$3.21K ﹤0.01% 1970

Other funds holding MC

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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 $32.2B AUM 10.98% 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 $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spire Wealth Management's MC Position: Q4 2025 in Review

Spire Wealth Management sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 84 shares — an estimated $5.99K sold.

Spire Wealth Management first reported a position in MC in Q4 2022 and held it in 5 quarters. The position peaked at $5.99K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Spire Wealth Management reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 84 Moelis & Co shares in Q4 2025, an estimated $5.99K.
  • Spire Wealth Management first reported a position in Moelis & Co in Q4 2022 and held it in 5 quarters.
  • Spire Wealth Management's Moelis & Co position peaked at $5.99K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.