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SVB Wealth’s Moelis & Co MC Stock Holding History

SVB Wealth’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
-40
Closed -$2.33K – 1149
2025
Q1 		$2.33K Buy
+40
New +$2.82K ﹤0.01% 1202
2021
Q4 		– Sell
-6,775
Closed -$419K – 900
2021
Q3 		$419K Sell
6,775
-11,055
-62% -$662K 0.01% 662
2021
Q2 		$1.01M Buy
17,830
+3,039
+21% +$165K 0.01% 383
2021
Q1 		$812K Buy
14,791
+6,540
+79% +$351K 0.01% 394
2020
Q4 		$386K Buy
+8,251
New +$332K 0.01% 543

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
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
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

SVB Wealth's MC Position: Q2 2025 in Review

SVB Wealth sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 40 shares — an estimated $2.33K sold.

SVB Wealth first reported a position in MC in Q4 2020 and held it in 5 quarters. The position peaked at $1.01M in Q2 2021. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • SVB Wealth reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 40 Moelis & Co shares in Q2 2025, an estimated $2.33K.
  • SVB Wealth first reported a position in Moelis & Co in Q4 2020 and held it in 5 quarters.
  • SVB Wealth's Moelis & Co position peaked at $1.01M in Q2 2021.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.