Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Moody's MCO Stock Holding History

Envestnet Portfolio Solutions’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 		$3.03M Buy
6,687
+494
+8% +$222K 0.01% 422
2026
Q1 		$2.7M Buy
6,193
+934
+18% +$442K 0.02% 395
2025
Q4 		$2.69M Sell
5,259
-183
-3% -$89.3K 0.01% 484
2025
Q3 		$2.59M Sell
5,442
-1,394
-20% -$703K 0.01% 471
2025
Q2 		$3.43M Sell
6,836
-423
-6% -$196K 0.01% 440
2025
Q1 		$3.38M Buy
7,259
+678
+10% +$327K 0.01% 456
2024
Q4 		$3.12M Sell
6,581
-238
-3% -$114K 0.01% 524
2024
Q3 		$3.24M Sell
6,819
-2
-0% -$927 0.01% 508
2024
Q2 		$2.87M Sell
6,821
-860
-11% -$342K 0.01% 537
2024
Q1 		$3.02M Buy
7,681
+173
+2% +$66.7K 0.01% 519
2023
Q4 		$2.93M Sell
7,508
-308
-4% -$107K 0.01% 483
2023
Q3 		$2.47M Buy
+7,816
New +$2.66M 0.01% 487

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Envestnet Portfolio Solutions's MCO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Moody's (MCO) stake by 8% in Q2 2026, buying an estimated $222K and bringing the position to 6,687 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #422.

Envestnet Portfolio Solutions first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.43M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,687 shares of Moody's worth $3.03M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 494 Moody's shares in Q2 2026, an estimated $222K.
  • Moody's made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #422 holding.
  • Envestnet Portfolio Solutions first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Moody's position peaked at $3.43M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.