Voloridge Investment Management
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Voloridge Investment Management’s Moelis & Co MC Stock Holding History

Voloridge Investment 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
2025
Q2 		– Sell
-187,976
Closed -$11M – 1282
2025
Q1 		$11M Buy
+187,976
New +$13.3M 0.04% 545
2022
Q2 		– Sell
-172,628
Closed -$8.11M – 1560
2022
Q1 		$8.11M Buy
172,628
+119,072
+222% +$6.19M 0.05% 480
2021
Q4 		$3.35M Buy
+53,556
New +$3.59M 0.02% 875
2021
Q3 		– Sell
-10,253
Closed -$583K – 1768
2021
Q2 		$583K Buy
+10,253
New +$557K ﹤0.01% 1398
2021
Q1 		– Sell
-17,786
Closed -$832K – 1551
2020
Q4 		$832K Buy
+17,786
New +$715K 0.01% 1018
2020
Q3 		– Sell
-21,163
Closed -$659K – 1395
2020
Q2 		$659K Buy
+21,163
New +$664K 0.01% 963
2020
Q1 		– Sell
-24,632
Closed -$786K – 1270
2019
Q4 		$786K Buy
24,632
+14,869
+152% +$487K 0.02% 715
2019
Q3 		$321K Buy
+9,763
New +$331K 0.01% 909

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Kayne Anderson Rudnick Investment Management
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management's MC Position: Q2 2025 in Review

Voloridge Investment Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 187,976 shares — an estimated $11M sold.

Voloridge Investment Management first reported a position in MC in Q3 2019 and held it in 8 quarters. The position peaked at $11M in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Voloridge Investment Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 187,976 Moelis & Co shares in Q2 2025, an estimated $11M.
  • Voloridge Investment Management first reported a position in Moelis & Co in Q3 2019 and held it in 8 quarters.
  • Voloridge Investment Management's Moelis & Co position peaked at $11M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.