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Wealthspire Advisors (New York)’s Moelis & Co MC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-215
Closed -$15.3K – 2128
2025
Q3 		$15.3K Buy
+215
New +$15.3K ﹤0.01% 1820

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
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State Street
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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

Wealthspire Advisors (New York)'s MC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 215 shares — an estimated $15.3K sold.

Wealthspire Advisors (New York) first reported a position in MC in Q3 2025 and held it in 1 quarter. The position peaked at $15.3K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 215 Moelis & Co shares in Q4 2025, an estimated $15.3K.
  • Wealthspire Advisors (New York) first reported a position in Moelis & Co in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Moelis & Co position peaked at $15.3K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.