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Moelis & Co shares owned by Kestra Investment Management

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Kestra Investment Management from 13F filings

Historical chart of Kestra Investment Management investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Kestra Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $409k 5.7k 71.32
2025-06-30 $365k 5.9k 62.32
2025-03-31 $85k 1.5k 58.36
2024-12-31 $146k 2.0k 73.88

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Kestra Investment Management

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
London Company
Charles Schwab Investment Management
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
Madison Asset Management
HighTower Advisors
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Moelis & Co