Arax Advisory Partners’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 | $1.63M | Sell |
3,726
-135
| -3% | -$63.9K | 0.05% | 320 |
|
|
2025
Q4 | $1.97M | Sell |
3,861
-4,923
| -56% | -$2.4M | 0.06% | 235 |
|
|
2025
Q3 | $4.19M | Buy |
8,784
+5,000
| +132% | +$2.52M | 0.06% | 269 |
|
|
2025
Q2 | $1.93M | Buy |
3,784
+881
| +30% | +$408K | 0.09% | 157 |
|
|
2025
Q1 | $1.35M | Sell |
2,903
-460
| -14% | -$222K | 0.09% | 146 |
|
|
2024
Q4 | $1.59M | Buy |
3,363
+5
| +0.1% | +$2.39K | 0.1% | 125 |
|
|
2024
Q3 | $1.59M | Sell |
3,358
-63
| -2% | -$29.2K | 0.14% | 81 |
|
|
2024
Q2 | $1.44M | Buy |
3,421
+958
| +39% | +$381K | 0.14% | 85 |
|
|
2024
Q1 | $968K | Sell |
2,463
-134
| -5% | -$51.7K | 0.1% | 110 |
|
|
2023
Q4 | $1.01M | Sell |
2,597
-214
| -8% | -$74.4K | 0.11% | 105 |
|
|
2023
Q3 | $889K | Buy |
2,811
+1,669
| +146% | +$568K | 0.11% | 106 |
|
|
2023
Q2 | $397K | Sell |
1,142
-13
| -1% | -$4.12K | 0.05% | 151 |
|
|
2023
Q1 | $353K | Buy |
1,155
+161
| +16% | +$48.6K | 0.05% | 162 |
|
|
2022
Q4 | $277K | Sell |
994
-205
| -17% | -$56.1K | 0.04% | 188 |
|
|
2022
Q3 | $291K | Buy |
1,199
+98
| +9% | +$28.5K | 0.05% | 158 |
|
|
2022
Q2 | $299K | Buy |
1,101
+2
| +0.2% | +$598 | 0.05% | 161 |
|
|
2022
Q1 | $371K | Sell |
1,099
-12
| -1% | -$4.04K | 0.05% | 152 |
|
|
2021
Q4 | $434K | Buy |
1,111
+4
| +0.4% | +$1.54K | 0.06% | 125 |
|
|
2021
Q3 | $393K | Buy |
1,107
+117
| +12% | +$44.1K | 0.05% | 121 |
|
|
2021
Q2 | $359K | Buy |
+990
| New | +$330K | 0.05% | 140 |
|
|
2020
Q4 | $227K | Buy |
783
+6
| +0.8% | +$1.68K | 0.03% | 191 |
|
|
2020
Q3 | $225K | Buy |
777
+29
| +4% | +$8.28K | 0.04% | 167 |
|
|
2020
Q2 | $205K | Buy |
748
+365
| +95% | +$92.7K | 0.04% | 170 |
|
|
2020
Q1 | $81K | Sell |
383
-271
| -41% | -$65.9K | 0.02% | 263 |
|
|
2019
Q4 | $155K | Sell |
654
-153
| -19% | -$34K | 0.04% | 190 |
|
|
2019
Q3 | $165K | Buy |
807
+1
| +0.1% | +$210 | 0.05% | 176 |
|
|
2019
Q2 | $157K | Buy |
+806
| New | +$153K | 0.05% | 170 |
|
|
2018
Q4 | $22K | Sell |
155
-1
| -0.6% | -$151 | 0.01% | 358 |
|
|
2018
Q3 | $26K | Sell |
156
-805
| -84% | -$142K | 0.01% | 367 |
|
|
2018
Q2 | $163K | Buy |
961
+135
| +16% | +$22.8K | 0.07% | 110 |
|
|
2018
Q1 | $133K | Buy |
826
+5
| +0.6% | +$809 | 0.07% | 114 |
|
|
2017
Q4 | $121K | Hold |
821
| – | – | 0.05% | 134 |
|
|
2017
Q3 | $114K | Hold |
821
| – | – | 0.05% | 136 |
|
|
2017
Q2 | $100K | Buy |
821
+350
| +74% | +$41K | 0.05% | 158 |
|
|
2017
Q1 | $52K | Buy |
471
+348
| +283% | +$37.3K | 0.03% | 200 |
|
|
2016
Q4 | $12K | Buy |
+123
| New | +$12.4K | 0.01% | 303 |
|
Other funds holding MCO
VCM
VPM
PAM
Arax Advisory Partners's MCO Position: Q1 2026 in Review
Arax Advisory Partners reduced its Moody's (MCO) stake by 3.5% in Q1 2026, selling an estimated $63.9K and leaving 3,726 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #320.
Arax Advisory Partners first reported a position in MCO in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.19M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Arax Advisory Partners held 3,726 shares of Moody's worth $1.63M as of Q1 2026.
- Arax Advisory Partners sold 135 Moody's shares in Q1 2026, an estimated $63.9K.
- Moody's made up 0.05% of Arax Advisory Partners's portfolio in Q1 2026, its #320 holding.
- Arax Advisory Partners first reported a position in Moody's in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's Moody's position peaked at $4.19M in Q3 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.