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Fifth Third Wealth Advisors’s Moody's MCO Stock Holding History

Fifth Third 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 		$821K Sell
1,812
-41
-2% -$18.4K 0.02% 346
2026
Q1 		$808K Buy
1,853
+477
+35% +$226K 0.03% 302
2025
Q4 		$703K Sell
1,376
-105
-7% -$51.2K 0.02% 311
2025
Q3 		$706K Sell
1,481
-35
-2% -$17.6K 0.03% 300
2025
Q2 		$760K Sell
1,516
-47
-3% -$21.8K 0.03% 282
2025
Q1 		$728K Buy
1,563
+60
+4% +$28.9K 0.04% 260
2024
Q4 		$711K Buy
1,503
+32
+2% +$15.3K 0.04% 256
2024
Q3 		$698K Buy
1,471
+56
+4% +$26K 0.04% 246
2024
Q2 		$596K Buy
+1,415
New +$563K 0.05% 239

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

Fifth Third Wealth Advisors's MCO Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Moody's (MCO) stake by 2.2% in Q2 2026, selling an estimated $18.4K and leaving 1,812 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #346.

Fifth Third Wealth Advisors first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,812 shares of Moody's worth $821K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 41 Moody's shares in Q2 2026, an estimated $18.4K.
  • Moody's made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #346 holding.
  • Fifth Third Wealth Advisors first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.