Trust Company of Vermont’s Moelis & Co MC Stock Holding History

Trust Company of Vermont’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	$17.2K	Hold	250	–	–	﹤0.01%	775
2025 Q3	$17.8K	Hold	250	–	–	﹤0.01%	753
2025 Q2	$15.6K	Hold	250	–	–	﹤0.01%	754
2025 Q1	$14.6K	Sell	250 -121	-33%	-$8.53K	﹤0.01%	719
2024 Q4	$27.4K	Hold	371	–	–	﹤0.01%	620
2024 Q3	$25.4K	Hold	371	–	–	﹤0.01%	621
2024 Q2	$21.1K	Hold	371	–	–	﹤0.01%	606
2024 Q1	$21.1K	Hold	371	–	–	﹤0.01%	617
2023 Q4	$20.8K	Buy	+371	New	+$17.4K	﹤0.01%	540

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trust Company of Vermont's MC Position: Q4 2025 in Review

Trust Company of Vermont held its Moelis & Co (MC) position steady in Q4 2025 at 250 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Trust Company of Vermont first reported a position in MC in Q4 2023 and has held it in 9 quarters since. The position peaked at $27.4K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Trust Company of Vermont held 250 shares of Moelis & Co worth $17.2K as of Q4 2025.
Trust Company of Vermont left its Moelis & Co share count unchanged in Q4 2025.
Moelis & Co made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #775 holding.
Trust Company of Vermont first reported a position in Moelis & Co in Q4 2023 and has held it in 9 quarters since.
Trust Company of Vermont's Moelis & Co position peaked at $27.4K in Q4 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.