Avantax Advisory Services’s Moody's MCO Stock Holding History

Avantax Advisory Services’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	$2.39M	Buy	4,756 +1,104	+30%	+$511K	0.01%	714
2025 Q1	$1.7M	Buy	3,652 +524	+17%	+$252K	0.01%	830
2024 Q4	$1.48M	Buy	3,128 +76	+2%	+$36.3K	0.01%	869
2024 Q3	$1.45M	Buy	3,052 +380	+14%	+$176K	0.01%	830
2024 Q2	$1.12M	Buy	2,672 +1,483	+125%	+$590K	0.01%	918
2024 Q1	$467K	Buy	1,189 +153	+15%	+$59K	﹤0.01%	1078
2023 Q4	$405K	Buy	1,036 +31	+3%	+$10.8K	﹤0.01%	1086
2023 Q3	$318K	Buy	1,005 +38	+4%	+$12.9K	﹤0.01%	1165
2023 Q2	$336K	Sell	967 -84	-8%	-$26.6K	﹤0.01%	1121
2023 Q1	$322K	Buy	1,051 +3	+0.3%	+$906	﹤0.01%	1112
2022 Q4	$292K	Sell	1,048 -434	-29%	-$119K	﹤0.01%	1121
2022 Q3	$360K	Sell	1,482 -823	-36%	-$239K	0.01%	917
2022 Q2	$627K	Buy	2,305 +1,568	+213%	+$469K	0.01%	692
2022 Q1	$244K	Buy	737 +69	+10%	+$23.2K	﹤0.01%	1104
2021 Q4	$261K	Buy	668 +57	+9%	+$22K	﹤0.01%	1045
2021 Q3	$216K	Buy	+611	New	+$230K	﹤0.01%	1074
2020 Q4	–	Sell	-2,621	Closed	-$760K	–	1178
2020 Q3	$760K	Buy	+2,621	New	+$748K	0.01%	631

Other funds holding MCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Avantax Advisory Services's MCO Position: Q2 2025 in Review

Avantax Advisory Services increased its Moody's (MCO) stake by 30% in Q2 2025, buying an estimated $511K and bringing the position to 4,756 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #714.

Avantax Advisory Services first reported a position in MCO in Q3 2020 and has held it in 17 quarters since. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Avantax Advisory Services held 4,756 shares of Moody's worth $2.39M as of Q2 2025.
Avantax Advisory Services bought 1,104 Moody's shares in Q2 2025, an estimated $511K.
Moody's made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #714 holding.
Avantax Advisory Services first reported a position in Moody's in Q3 2020 and has held it in 17 quarters since.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.