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

Centricity 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
2025
Q2 		$6.02K Hold
12
– – ﹤0.01% 362
2025
Q1 		$5.59K Hold
12
– – 0.01% 372
2024
Q4 		$5.68K Buy
+12
New +$5.73K 0.01% 377

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's MCO Position: Q2 2025 in Review

Centricity Wealth Management held its Moody's (MCO) position steady in Q2 2025 at 12 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Centricity Wealth Management first reported a position in MCO in Q4 2024 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Centricity Wealth Management held 12 shares of Moody's worth $6.02K as of Q2 2025.
  • Centricity Wealth Management left its Moody's share count unchanged in Q2 2025.
  • Moody's made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #362 holding.
  • Centricity Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.