Avior Wealth Management’s Moody's MCO Stock Holding History

Avior Wealth Management’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	$316K	Buy	697 +58	+9%	+$26K	0.01%	644
2026 Q1	$279K	Buy	+639	New	+$302K	0.01%	707
2025 Q1	–	Sell	-33	Closed	-$15.6K	–	1680
2024 Q4	$15.6K	Sell	33 -1	-3%	-$477	﹤0.01%	1480
2024 Q3	$16.1K	Buy	34 +2	+6%	+$927	﹤0.01%	1421
2024 Q2	$13.5K	Sell	32 -652	-95%	-$259K	﹤0.01%	1433
2024 Q1	$269K	Buy	684 +675	+7,500%	+$260K	0.01%	618
2023 Q4	$3.52K	Sell	9 -3	-25%	-$1.04K	﹤0.01%	1240
2023 Q3	$3.79K	Hold	12	–	–	﹤0.01%	1270
2023 Q2	$4.17K	Hold	12	–	–	﹤0.01%	1228
2023 Q1	$3.67K	Buy	12 +6	+100%	+$1.81K	﹤0.01%	1285
2022 Q4	$1.67K	Hold	6	–	–	﹤0.01%	1068
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	1093
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	1006
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	988
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	977
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	945
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	908
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	963
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	928
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	878
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	852
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	733
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	755
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	733
2019 Q2	$1K	Buy	+6	New	+$1.14K	﹤0.01%	795

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Avior Wealth Management's MCO Position: Q2 2026 in Review

Avior Wealth Management increased its Moody's (MCO) stake by 9.1% in Q2 2026, buying an estimated $26K and bringing the position to 697 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #644.

Avior Wealth Management first reported a position in MCO in Q2 2019 and has held it in 25 quarters since. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Avior Wealth Management held 697 shares of Moody's worth $316K as of Q2 2026.
Avior Wealth Management bought 58 Moody's shares in Q2 2026, an estimated $26K.
Moody's made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #644 holding.
Avior Wealth Management first reported a position in Moody's in Q2 2019 and has held it in 25 quarters since.
226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.