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First Affirmative Financial Network’s Moody's MCO Stock Holding History

First Affirmative Financial Network’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 		– Sell
-439
Closed -$204K – 289
2025
Q1 		$204K Sell
439
-23
-5% -$11.1K 0.13% 235
2024
Q4 		$219K Buy
+462
New +$220K 0.13% 221

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Affirmative Financial Network's MCO Position: Q2 2025 in Review

First Affirmative Financial Network sold out of Moody's (MCO) in Q2 2025, closing a stake of 439 shares — an estimated $204K sold.

First Affirmative Financial Network first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • First Affirmative Financial Network reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 439 Moody's shares in Q2 2025, an estimated $204K.
  • First Affirmative Financial Network first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
  • First Affirmative Financial Network's Moody's position peaked at $219K in Q4 2024.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on First Affirmative Financial Network's 13F filing for Q2 2025, filed 20 Nov 2025.