SummitTX Capital’s Moelis & Co MC Stock Holding History

SummitTX Capital’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	-3,327	Closed	-$237K	–	869
2025 Q3	$237K	Sell	3,327 -2,738	-45%	-$195K	0.01%	677
2025 Q2	$378K	Buy	+6,065	New	+$340K	0.02%	562

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SummitTX Capital's MC Position: Q4 2025 in Review

SummitTX Capital sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 3,327 shares — an estimated $237K sold.

SummitTX Capital first reported a position in MC in Q2 2025 and held it in 2 quarters. The position peaked at $378K in Q2 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

SummitTX Capital reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 3,327 Moelis & Co shares in Q4 2025, an estimated $237K.
SummitTX Capital first reported a position in Moelis & Co in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Moelis & Co position peaked at $378K in Q2 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.