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

Aprio 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
Q1 		$418K Sell
959
-82
-8% -$38.8K 0.02% 407
2025
Q4 		$540K Buy
1,041
+42
+4% +$20.5K 0.03% 303
2025
Q3 		$476K Buy
999
+16
+2% +$8.06K 0.05% 228
2025
Q2 		$493K Buy
983
+19
+2% +$8.8K 0.06% 187
2025
Q1 		$449K Buy
964
+93
+11% +$44.8K 0.06% 193
2024
Q4 		$412K Buy
871
+90
+12% +$43K 0.06% 160
2024
Q3 		$371K Buy
781
+91
+13% +$42.2K 0.06% 160
2024
Q2 		$290K Buy
690
+85
+14% +$33.8K 0.05% 174
2024
Q1 		$238K Buy
+605
New +$233K 0.05% 192

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Aprio Wealth Management's MCO Position: Q1 2026 in Review

Aprio Wealth Management reduced its Moody's (MCO) stake by 7.9% in Q1 2026, selling an estimated $38.8K and leaving 959 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #407.

Aprio Wealth Management first reported a position in MCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $540K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Aprio Wealth Management held 959 shares of Moody's worth $418K as of Q1 2026.
  • Aprio Wealth Management sold 82 Moody's shares in Q1 2026, an estimated $38.8K.
  • Moody's made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Aprio Wealth Management first reported a position in Moody's in Q1 2024 and has held it in 9 quarters since.
  • Aprio Wealth Management's Moody's position peaked at $540K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.