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EverSource Wealth Advisors’s Moody's MCO Stock Holding History

EverSource Wealth Advisors’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 		$600K Buy
1,325
+25
+2% +$11.2K 0.02% 502
2026
Q1 		$567K Buy
1,300
+373
+40% +$176K 0.02% 554
2025
Q4 		$473K Sell
927
-32
-3% -$15.6K 0.02% 563
2025
Q3 		$457K Sell
959
-6
-0.6% -$3.02K 0.02% 531
2025
Q2 		$484K Buy
965
+239
+33% +$111K 0.02% 466
2025
Q1 		$338K Buy
726
+167
+30% +$80.5K 0.02% 484
2024
Q4 		$265K Buy
559
+28
+5% +$13.4K 0.01% 542
2024
Q3 		$252K Buy
531
+25
+5% +$11.6K 0.02% 491
2024
Q2 		$231K Sell
506
-45
-8% -$17.9K 0.02% 510
2024
Q1 		$204K Buy
551
+225
+69% +$86.8K 0.02% 481
2023
Q4 		$127K Buy
326
+31
+11% +$10.8K 0.01% 564
2023
Q3 		$93.4K Buy
295
+3
+1% +$1.02K 0.01% 588
2023
Q2 		$102K Buy
292
+108
+59% +$34.2K 0.01% 577
2023
Q1 		$56.3K Sell
184
-311
-63% -$94K 0.01% 751
2022
Q4 		$138K Sell
495
-279
-36% -$76.3K 0.02% 427
2022
Q3 		$189K Buy
774
+105
+16% +$30.5K 0.04% 306
2022
Q2 		$183K Buy
669
+230
+52% +$68.8K 0.05% 269
2022
Q1 		$148K Buy
439
+306
+230% +$103K 0.04% 282
2021
Q4 		$51K Buy
+133
New +$51.3K 0.01% 423

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

EverSource Wealth Advisors's MCO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Moody's (MCO) stake by 1.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,325 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #502.

EverSource Wealth Advisors first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • EverSource Wealth Advisors held 1,325 shares of Moody's worth $600K as of Q2 2026.
  • EverSource Wealth Advisors bought 25 Moody's shares in Q2 2026, an estimated $11.2K.
  • Moody's made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • EverSource Wealth Advisors first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.