WCM
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WealthTrak Capital Management’s Moelis & Co MC Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-5
Closed -$312 – 570
2025
Q2 		$312 Sell
5
-10
-67% -$561 ﹤0.01% 757
2025
Q1 		$876 Buy
15
+10
+200% +$705 ﹤0.01% 549
2024
Q4 		$370 Buy
+5
New +$362 ﹤0.01% 649

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $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
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

WealthTrak Capital Management's MC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 5 shares — an estimated $312 sold.

WealthTrak Capital Management first reported a position in MC in Q4 2024 and held it in 3 quarters. The position peaked at $876 in Q1 2025. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Moelis & Co shares in Q3 2025, an estimated $312.
  • WealthTrak Capital Management first reported a position in Moelis & Co in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Moelis & Co position peaked at $876 in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.