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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
Q2 		$432K Sell
953
-6
-0.6% -$2.69K 0.02% 415
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 $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

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

Aprio Wealth Management reduced its Moody's (MCO) stake by 0.63% in Q2 2026, selling an estimated $2.69K and leaving 953 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #415.

Aprio Wealth Management first reported a position in MCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $540K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Aprio Wealth Management held 953 shares of Moody's worth $432K as of Q2 2026.
  • Aprio Wealth Management sold 6 Moody's shares in Q2 2026, an estimated $2.69K.
  • Moody's made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Aprio Wealth Management first reported a position in Moody's in Q1 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's Moody's position peaked at $540K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.