Aventura Private Wealth’s Moody's MCO Stock Holding History

Aventura Private Wealth’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	$4.08K	Sell	9 -4	-31%	-$1.8K	﹤0.01%	722
2026 Q1	$5.67K	Buy	13 +9	+225%	+$4.26K	﹤0.01%	641
2025 Q4	$2.04K	Buy	4 +1	+33%	+$488	﹤0.01%	683
2025 Q3	$1.43K	Hold	3	–	–	﹤0.01%	707
2025 Q2	$1.5K	Buy	+3	New	+$1.39K	﹤0.01%	654

Other funds holding MCO

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Aventura Private Wealth's MCO Position: Q2 2026 in Review

Aventura Private Wealth reduced its Moody's (MCO) stake by 31% in Q2 2026, selling an estimated $1.8K and leaving 9 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Aventura Private Wealth first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.67K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Aventura Private Wealth held 9 shares of Moody's worth $4.08K as of Q2 2026.
Aventura Private Wealth sold 4 Moody's shares in Q2 2026, an estimated $1.8K.
Moody's made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #722 holding.
Aventura Private Wealth first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's Moody's position peaked at $5.67K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.