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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return