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

Gitterman 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 Q3	–	Sell	-437	Closed	-$219K	–	250
2025 Q2	$219K	Buy	+437	New	+$202K	0.05%	131
2023 Q3	–	Sell	-796	Closed	-$277K	–	98
2023 Q2	$277K	Buy	+796	New	+$252K	0.13%	45
2022 Q1	–	Sell	-598	Closed	-$233K	–	112
2021 Q4	$233K	Buy	+598	New	+$231K	0.17%	73
2021 Q2	–	Sell	-684	Closed	-$204K	–	84
2021 Q1	$204K	Buy	+684	New	+$193K	0.13%	60

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gitterman Wealth Management's MCO Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 437 shares — an estimated $219K sold.

Gitterman Wealth Management first reported a position in MCO in Q1 2021 and held it in 4 quarters. The position peaked at $277K in Q2 2023. 1,337 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Gitterman Wealth Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 437 Moody's shares in Q3 2025, an estimated $219K.
Gitterman Wealth Management first reported a position in Moody's in Q1 2021 and held it in 4 quarters.
Gitterman Wealth Management's Moody's position peaked at $277K in Q2 2023.
1,337 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.