Atria Wealth Solutions’s Moody's MCO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.05M	Sell	2,095 -1,490	-42%	-$690K	0.02%	618
2025 Q1	$1.67M	Buy	3,585 +1,743	+95%	+$840K	0.02%	698
2024 Q4	$872K	Sell	1,842 -4,086	-69%	-$1.95M	0.01%	979
2024 Q3	$2.81M	Sell	5,928 -178	-3%	-$82.5K	0.03%	515
2024 Q2	$2.57M	Sell	6,106 -405	-6%	-$161K	0.03%	549
2024 Q1	$2.56M	Buy	6,511 +344	+6%	+$133K	0.03%	555
2023 Q4	$2.41M	Buy	6,167 +199	+3%	+$69.2K	0.03%	550
2023 Q3	$1.89M	Buy	5,968 +350	+6%	+$119K	0.03%	578
2023 Q2	$1.95M	Buy	5,618 +1,229	+28%	+$390K	0.03%	577
2023 Q1	$1.34M	Buy	4,389 +3,325	+313%	+$1M	0.02%	694
2022 Q4	$296K	Buy	1,064 +172	+19%	+$47K	﹤0.01%	1368
2022 Q3	$217K	Buy	+892	New	+$259K	﹤0.01%	1511
2022 Q2	–	Sell	-772	Closed	-$260K	–	1789
2022 Q1	$260K	Buy	+772	New	+$260K	﹤0.01%	1396

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's MCO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Moody's (MCO) stake by 42% in Q2 2025, selling an estimated $690K and leaving 2,095 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #618.

Atria Wealth Solutions first reported a position in MCO in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.81M in Q3 2024. 1,348 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Atria Wealth Solutions held 2,095 shares of Moody's worth $1.05M as of Q2 2025.
Atria Wealth Solutions sold 1,490 Moody's shares in Q2 2025, an estimated $690K.
Moody's made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #618 holding.
Atria Wealth Solutions first reported a position in Moody's in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Moody's position peaked at $2.81M in Q3 2024.
1,348 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.