Verition Fund Management
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Verition Fund Management’s Moelis & Co MC Stock Holding History

Verition Fund 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
2026
Q1 		– Sell
-6,800
Closed -$467K – 3047
2025
Q4 		$467K Sell
6,800
-29,601
-81% -$1.98M ﹤0.01% 2712
2025
Q3 		$2.6M Buy
36,401
+21,875
+151% +$1.56M 0.01% 1762
2025
Q2 		$905K Sell
14,526
-12,591
-46% -$707K ﹤0.01% 2553
2025
Q1 		$1.58M Buy
27,117
+22,194
+451% +$1.56M 0.01% 1741
2024
Q4 		$364K Sell
4,923
-6,442
-57% -$466K ﹤0.01% 2665
2024
Q3 		$779K Buy
+11,365
New +$734K ﹤0.01% 2059
2022
Q4 		– Sell
-7,913
Closed -$268K – 2494
2022
Q3 		$268K Sell
7,913
-104,837
-93% -$4.39M ﹤0.01% 2303
2022
Q2 		$4.44M Buy
112,750
+24,593
+28% +$1.07M 0.09% 302
2022
Q1 		$4.14M Buy
88,157
+78,414
+805% +$4.08M 0.05% 489
2021
Q4 		$609K Sell
9,743
-29,022
-75% -$1.94M ﹤0.01% 1595
2021
Q3 		$2.4M Buy
38,765
+30,153
+350% +$1.81M 0.02% 540
2021
Q2 		$490K Buy
8,612
+4,747
+123% +$258K ﹤0.01% 1106
2021
Q1 		$212K Buy
+3,865
New +$207K ﹤0.01% 1309
2018
Q2 		– Sell
-4,388
Closed -$223K – 1230
2018
Q1 		$223K Buy
+4,388
New +$225K 0.02% 954
2017
Q4 		– Sell
-9,462
Closed -$407K – 1087
2017
Q3 		$407K Buy
+9,462
New +$379K 0.03% 686

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Verition Fund Management's MC Position: Q1 2026 in Review

Verition Fund Management sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 6,800 shares — an estimated $467K sold.

Verition Fund Management first reported a position in MC in Q3 2017 and held it in 15 quarters. The position peaked at $4.44M in Q2 2022. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Verition Fund Management reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 6,800 Moelis & Co shares in Q1 2026, an estimated $467K.
  • Verition Fund Management first reported a position in Moelis & Co in Q3 2017 and held it in 15 quarters.
  • Verition Fund Management's Moelis & Co position peaked at $4.44M in Q2 2022.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.