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United Services Automobile Association’s Moelis & Co MC Stock Holding History

United Services Automobile Association’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
-4,558
Closed -$264K – 614
2025
Q1 		$264K Buy
+4,558
New +$321K 0.01% 888
2019
Q3 		– Sell
-7,330
Closed -$256K – 1187
2019
Q2 		$256K Hold
7,330
– – ﹤0.01% 1950
2019
Q1 		$305K Hold
7,330
– – ﹤0.01% 1884
2018
Q4 		$252K Hold
7,330
– – ﹤0.01% 1910
2018
Q3 		$402K Buy
7,330
+1,701
+30% +$99.8K ﹤0.01% 1784
2018
Q2 		$330K Hold
5,629
– – ﹤0.01% 1884
2018
Q1 		$286K Buy
+5,629
New +$288K ﹤0.01% 1922

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 $3.38T AUM 44.17% 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

United Services Automobile Association's MC Position: Q2 2025 in Review

United Services Automobile Association sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 4,558 shares — an estimated $264K sold.

United Services Automobile Association first reported a position in MC in Q1 2018 and held it in 7 quarters. The position peaked at $402K in Q3 2018. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • United Services Automobile Association reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 4,558 Moelis & Co shares in Q2 2025, an estimated $264K.
  • United Services Automobile Association first reported a position in Moelis & Co in Q1 2018 and held it in 7 quarters.
  • United Services Automobile Association's Moelis & Co position peaked at $402K in Q3 2018.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.