A4 Wealth Advisors’s Moody's MCO Stock Holding History

A4 Wealth Advisors’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-555	Closed	-$264K	–	154
2025 Q3	$264K	Buy	+555	New	+$280K	0.22%	137

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

A4 Wealth Advisors's MCO Position: Q4 2025 in Review

A4 Wealth Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 555 shares — an estimated $264K sold.

A4 Wealth Advisors first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

A4 Wealth Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 555 Moody's shares in Q4 2025, an estimated $264K.
A4 Wealth Advisors first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's Moody's position peaked at $264K in Q3 2025.
1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.