Vestmark Advisory Solutions’s Moelis & Co MC Stock Holding History

Vestmark Advisory Solutions’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	$2.23M	Sell	39,067 -16,039	-29%	-$1.04M	0.02%	585
2025 Q4	$3.79M	Buy	55,106 +949	+2%	+$63.3K	0.05%	373
2025 Q3	$3.86M	Buy	54,157 +2,534	+5%	+$181K	0.07%	267
2025 Q2	$3.22M	Sell	51,623 -44,693	-46%	-$2.51M	0.05%	294
2025 Q1	$5.62M	Buy	96,316 +40,907	+74%	+$2.88M	0.14%	190
2024 Q4	$4.09M	Buy	55,409 +907	+2%	+$65.6K	0.14%	155
2024 Q3	$3.73M	Sell	54,502 -709	-1%	-$45.8K	0.14%	151
2024 Q2	$3.14M	Buy	55,211 +1,333	+2%	+$72K	0.13%	171
2024 Q1	$3.06M	Sell	53,878 -318	-0.6%	-$17.4K	0.13%	189
2023 Q4	$3.04M	Buy	54,196 +3,009	+6%	+$141K	0.15%	166
2023 Q3	$2.31M	Sell	51,187 -570	-1%	-$26.8K	0.17%	152
2023 Q2	$2.35M	Sell	51,757 -190	-0.4%	-$7.58K	0.09%	292
2023 Q1	$2M	Sell	51,947 -2,532	-5%	-$109K	0.09%	303
2022 Q4	$2.09M	Buy	54,479 +602	+1%	+$24.4K	0.1%	274
2022 Q3	$1.82M	Buy	53,877 +23,338	+76%	+$977K	0.1%	273
2022 Q2	$1.2M	Buy	30,539 +5,479	+22%	+$239K	0.07%	323
2022 Q1	$1.18M	Buy	25,060 +215	+0.9%	+$11.2K	0.07%	322
2021 Q4	$1.55M	Buy	24,845 +907	+4%	+$60.8K	0.09%	282
2021 Q3	$1.48M	Buy	23,938 +313	+1%	+$18.8K	0.1%	260
2021 Q2	$1.34M	Buy	23,625 +3,074	+15%	+$167K	0.1%	264
2021 Q1	$1.13M	Buy	+20,551	New	+$1.1M	0.1%	265

Other funds holding MC

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return