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Moelis & Co shares owned by Nvest Wealth Strategies

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Nvest Wealth Strategies from 13F filings

Historical chart of Nvest Wealth Strategies investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Nvest Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2k 75 68.75

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View all positions for Nvest Wealth Strategies

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
HighTower Advisors
Bank of New York Mellon
Madison Asset Management
Dimensional Fund Advisors

View all funds holding Moelis & Co