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Ascent Wealth Partners’s Moody's MCO Stock Holding History

Ascent Wealth 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 		– Sell
-7,369
Closed -$3.21M – 202
2026
Q1 		$3.21M Buy
7,369
+133
+2% +$62.9K 0.37% 67
2025
Q4 		$3.7M Buy
7,236
+1,767
+32% +$862K 0.43% 59
2025
Q3 		$2.61M Buy
5,469
+1,562
+40% +$787K 0.3% 70
2025
Q2 		$1.96M Buy
+3,907
New +$1.81M 0.24% 83

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

Ascent Wealth Partners's MCO Position: Q2 2026 in Review

Ascent Wealth Partners sold out of Moody's (MCO) in Q2 2026, closing a stake of 7,369 shares — an estimated $3.21M sold.

Ascent Wealth Partners first reported a position in MCO in Q2 2025 and held it in 4 quarters. The position peaked at $3.7M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ascent Wealth Partners reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Ascent Wealth Partners sold 7,369 Moody's shares in Q2 2026, an estimated $3.21M.
  • Ascent Wealth Partners first reported a position in Moody's in Q2 2025 and held it in 4 quarters.
  • Ascent Wealth Partners's Moody's position peaked at $3.7M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.