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Blue Trust Inc’s Moody's MCO Stock Holding History

Blue Trust Inc’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 		$370K Sell
816
-4
-0.5% -$1.8K ﹤0.01% 573
2026
Q1 		$358K Sell
820
-114
-12% -$53.9K ﹤0.01% 587
2025
Q4 		$477K Sell
934
-657
-41% -$321K 0.01% 501
2025
Q3 		$758K Buy
1,591
+740
+87% +$373K 0.01% 363
2025
Q2 		$427K Buy
851
+67
+9% +$31K 0.01% 505
2025
Q1 		$365K Buy
784
+501
+177% +$241K ﹤0.01% 502
2024
Q4 		$134K Sell
283
-1,202
-81% -$574K ﹤0.01% 805
2024
Q3 		$625K Buy
1,485
+774
+109% +$359K 0.01% 386
2024
Q2 		$279K Buy
711
+555
+356% +$221K ﹤0.01% 583
2024
Q1 		$61.3K Sell
156
-349
-69% -$135K ﹤0.01% 851
2023
Q4 		$160K Sell
505
-759
-60% -$264K ﹤0.01% 522
2023
Q3 		$440K Buy
1,264
+36
+3% +$12.2K 0.01% 266
2023
Q2 		$376K Buy
1,228
+927
+308% +$294K 0.01% 274
2023
Q1 		$84K Sell
301
-16
-5% -$4.83K ﹤0.01% 827
2022
Q4 		$77K Buy
317
+191
+152% +$52.2K ﹤0.01% 751
2022
Q3 		$34K Buy
126
+3
+2% +$872 ﹤0.01% 891
2022
Q2 		$41K Buy
+123
New +$36.8K ﹤0.01% 749

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
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

Blue Trust Inc's MCO Position: Q2 2026 in Review

Blue Trust Inc reduced its Moody's (MCO) stake by 0.49% in Q2 2026, selling an estimated $1.8K and leaving 816 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Blue Trust Inc first reported a position in MCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $758K in Q3 2025. 243 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Blue Trust Inc held 816 shares of Moody's worth $370K as of Q2 2026.
  • Blue Trust Inc sold 4 Moody's shares in Q2 2026, an estimated $1.8K.
  • Moody's made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #573 holding.
  • Blue Trust Inc first reported a position in Moody's in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Moody's position peaked at $758K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.