Advus Financial Partners’s Moody's MCO Stock Holding History

Advus Financial Partners’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	$260K	Buy	575 +92	+19%	+$41.3K	0.06%	216
2026 Q1	$211K	Buy	483 +77	+19%	+$36.4K	0.05%	241
2025 Q4	$207K	Buy	+406	New	+$198K	0.05%	236
2025 Q3	–	Sell	-436	Closed	-$219K	–	268
2025 Q2	$219K	Sell	436 -15	-3%	-$6.95K	0.06%	235
2025 Q1	$210K	Hold	451	–	–	0.06%	221
2024 Q4	$213K	Hold	451	–	–	0.06%	214
2024 Q3	$214K	Buy	+451	New	+$209K	0.06%	213

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advus Financial Partners's MCO Position: Q2 2026 in Review

Advus Financial Partners increased its Moody's (MCO) stake by 19% in Q2 2026, buying an estimated $41.3K and bringing the position to 575 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #216.

Advus Financial Partners first reported a position in MCO in Q3 2024 and has held it in 7 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Advus Financial Partners held 575 shares of Moody's worth $260K as of Q2 2026.
Advus Financial Partners bought 92 Moody's shares in Q2 2026, an estimated $41.3K.
Moody's made up 0.06% of Advus Financial Partners's portfolio in Q2 2026, its #216 holding.
Advus Financial Partners first reported a position in Moody's in Q3 2024 and has held it in 7 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.