Ariadne Wealth Management’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
Q2
$222K Sell
491
-140
-22% -$62.9K 0.1% 222
2026
Q1
$275K Buy
+631
New +$298K 0.12% 183
2025
Q3
Sell
-396
Closed -$206K 252
2025
Q2
$206K Buy
+396
New +$183K 0.1% 198

Other funds holding MCO

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

Ariadne Wealth Management reduced its Moody's (MCO) stake by 22% in Q2 2026, selling an estimated $62.9K and leaving 491 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #222.

Ariadne Wealth Management first reported a position in MCO in Q2 2025 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ariadne Wealth Management held 491 shares of Moody's worth $222K as of Q2 2026.
  • Ariadne Wealth Management sold 140 Moody's shares in Q2 2026, an estimated $62.9K.
  • Moody's made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Ariadne Wealth Management first reported a position in Moody's in Q2 2025 and has held it in 3 quarters since.
  • Ariadne Wealth Management's Moody's position peaked at $275K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.