Advisory Services Network’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Sell |
2,831
-1,061
| -27% | -$502K | 0.02% | 828 |
|
|
2025
Q4 | $1.99M | Buy |
3,892
+37
| +1% | +$18.1K | 0.03% | 606 |
|
|
2025
Q3 | $1.84M | Buy |
3,855
+99
| +3% | +$49.9K | 0.03% | 614 |
|
|
2025
Q2 | $1.94M | Buy |
3,756
+285
| +8% | +$132K | 0.03% | 578 |
|
|
2025
Q1 | $1.62M | Buy |
3,471
+163
| +5% | +$78.5K | 0.03% | 577 |
|
|
2024
Q4 | $1.57M | Buy |
3,308
+123
| +4% | +$58.7K | 0.03% | 565 |
|
|
2024
Q3 | $1.34M | Hold |
3,185
| – | – | 0.03% | 607 |
|
|
2024
Q2 | $1.34M | Sell |
3,185
-9
| -0.3% | -$3.58K | 0.03% | 607 |
|
|
2024
Q1 | $1.26M | Buy |
3,194
+269
| +9% | +$104K | 0.03% | 604 |
|
|
2023
Q4 | $1.14M | Sell |
2,925
-256
| -8% | -$89K | 0.03% | 589 |
|
|
2023
Q3 | $1.01M | Buy |
3,181
+108
| +4% | +$36.7K | 0.03% | 632 |
|
|
2023
Q2 | $1.07M | Buy |
3,073
+1,958
| +176% | +$621K | 0.03% | 603 |
|
|
2023
Q1 | $341K | Sell |
1,115
-45
| -4% | -$13.6K | 0.01% | 1078 |
|
|
2022
Q4 | $323K | Sell |
1,160
-653
| -36% | -$179K | 0.01% | 1047 |
|
|
2022
Q3 | $441K | Sell |
1,813
-44
| -2% | -$12.8K | 0.02% | 868 |
|
|
2022
Q2 | $506K | Sell |
1,857
-227
| -11% | -$67.9K | 0.02% | 821 |
|
|
2022
Q1 | $703K | Sell |
2,084
-611
| -23% | -$205K | 0.02% | 761 |
|
|
2021
Q4 | $1.05M | Buy |
2,695
+7
| +0.3% | +$2.7K | 0.03% | 611 |
|
|
2021
Q3 | $954K | Sell |
2,688
-44
| -2% | -$16.6K | 0.03% | 622 |
|
|
2021
Q2 | $990K | Sell |
2,732
-308
| -10% | -$103K | 0.03% | 594 |
|
|
2021
Q1 | $907K | Buy |
3,040
+206
| +7% | +$58K | 0.03% | 583 |
|
|
2020
Q4 | $823K | Sell |
2,834
-179
| -6% | -$50.1K | 0.03% | 554 |
|
|
2020
Q3 | $873K | Buy |
3,013
+770
| +34% | +$220K | 0.04% | 444 |
|
|
2020
Q2 | $616K | Buy |
2,243
+1,002
| +81% | +$255K | 0.03% | 535 |
|
|
2020
Q1 | $263K | Buy |
1,241
+68
| +6% | +$16.5K | 0.02% | 717 |
|
|
2019
Q4 | $279K | Buy |
1,173
+33
| +3% | +$7.33K | 0.01% | 803 |
|
|
2019
Q3 | $223K | Hold |
1,140
| – | – | 0.01% | 793 |
|
|
2019
Q2 | $223K | Buy |
1,140
+104
| +10% | +$19.7K | 0.01% | 791 |
|
|
2019
Q1 | $188K | Hold |
1,036
| – | – | 0.01% | 802 |
|
|
2018
Q4 | $145K | Buy |
1,036
+70
| +7% | +$10.6K | 0.01% | 791 |
|
|
2018
Q3 | $162K | Sell |
966
-50
| -5% | -$8.79K | 0.01% | 815 |
|
|
2018
Q2 | $189K | Sell |
1,016
-93
| -8% | -$15.7K | 0.01% | 754 |
|
|
2018
Q1 | $179K | Sell |
1,109
-36
| -3% | -$5.83K | 0.01% | 818 |
|
|
2017
Q4 | $169K | Buy |
1,145
+19
| +2% | +$2.78K | 0.01% | 831 |
|
|
2017
Q3 | $157K | Hold |
1,126
| – | – | 0.02% | 728 |
|
|
2017
Q2 | $137K | Sell |
1,126
-100
| -8% | -$11.7K | 0.02% | 737 |
|
|
2017
Q1 | $137K | Buy |
+1,226
| New | +$131K | 0.02% | 719 |
|
|
2016
Q3 | $147K | Hold |
1,358
| – | – | 0.03% | 595 |
|
|
2016
Q2 | $127K | Sell |
1,358
-223
| -14% | -$21.5K | 0.03% | 554 |
|
|
2016
Q1 | $153K | Sell |
1,581
-31
| -2% | -$2.79K | 0.04% | 431 |
|
|
2015
Q4 | $162K | Sell |
1,612
-19
| -1% | -$1.9K | 0.05% | 366 |
|
|
2015
Q3 | $160K | Sell |
1,631
-100
| -6% | -$10.6K | 0.05% | 310 |
|
|
2015
Q2 | $189K | Hold |
1,731
| – | – | 0.06% | 288 |
|
|
2015
Q1 | $182K | Sell |
1,731
-175
| -9% | -$16.9K | 0.05% | 297 |
|
|
2014
Q4 | $180K | Buy |
+1,906
| New | +$185K | 0.06% | 256 |
|
|
2014
Q1 | – | Sell |
-1,193
| Closed | -$94K | – | 564 |
|
|
2013
Q4 | $94K | Buy |
+1,193
| New | +$87.3K | 0.05% | 252 |
|
Other funds holding MCO
VCM
VPM
PAM
Advisory Services Network's MCO Position: Q1 2026 in Review
Advisory Services Network reduced its Moody's (MCO) stake by 27% in Q1 2026, selling an estimated $502K and leaving 2,831 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #828.
Advisory Services Network first reported a position in MCO in Q4 2013 and has held it in 46 quarters since. The position peaked at $1.99M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Advisory Services Network held 2,831 shares of Moody's worth $1.24M as of Q1 2026.
- Advisory Services Network sold 1,061 Moody's shares in Q1 2026, an estimated $502K.
- Moody's made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #828 holding.
- Advisory Services Network first reported a position in Moody's in Q4 2013 and has held it in 46 quarters since.
- Advisory Services Network's Moody's position peaked at $1.99M in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.