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Vident Advisory’s Moelis & Co MC Stock Holding History

Vident Advisory’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
Q3 		– Sell
-3,655
Closed -$228K – 1700
2025
Q2 		$228K Sell
3,655
-168
-4% -$9.43K ﹤0.01% 1445
2025
Q1 		$223K Buy
3,823
+724
+23% +$51K ﹤0.01% 1396
2024
Q4 		$229K Sell
3,099
-191
-6% -$13.8K ﹤0.01% 1280
2024
Q3 		$225K Buy
+3,290
New +$212K 0.01% 1258

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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

Vident Advisory's MC Position: Q3 2025 in Review

Vident Advisory sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 3,655 shares — an estimated $228K sold.

Vident Advisory first reported a position in MC in Q3 2024 and held it in 4 quarters. The position peaked at $229K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Vident Advisory reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • Vident Advisory sold 3,655 Moelis & Co shares in Q3 2025, an estimated $228K.
  • Vident Advisory first reported a position in Moelis & Co in Q3 2024 and held it in 4 quarters.
  • Vident Advisory's Moelis & Co position peaked at $229K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Vident Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.