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Activest Wealth Management’s Moody's MCO Stock Holding History

Activest Wealth Management’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
2026
Q2 		$37.6K Sell
83
-28
-25% -$12.6K 0.01% 320
2026
Q1 		$48.4K Buy
111
+28
+34% +$13.2K 0.01% 338
2025
Q4 		$42.4K Sell
83
-27
-25% -$13.2K 0.01% 351
2025
Q3 		$52.4K Buy
110
+7
+7% +$3.53K 0.01% 254
2025
Q2 		$51.7K Sell
103
-28
-21% -$13K 0.01% 204
2025
Q1 		$61K Buy
131
+31
+31% +$14.9K 0.02% 177
2024
Q4 		$47.3K Buy
+100
New +$47.7K 0.01% 177

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Activest Wealth Management's MCO Position: Q2 2026 in Review

Activest Wealth Management reduced its Moody's (MCO) stake by 25% in Q2 2026, selling an estimated $12.6K and leaving 83 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #320.

Activest Wealth Management first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $61K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Activest Wealth Management held 83 shares of Moody's worth $37.6K as of Q2 2026.
  • Activest Wealth Management sold 28 Moody's shares in Q2 2026, an estimated $12.6K.
  • Moody's made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Activest Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Moody's position peaked at $61K in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.