GPS Wealth Strategies Group’s Moody's MCO Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-1	Closed	-$476	–	1165
2025 Q3	$476	Hold	1	–	–	﹤0.01%	1524
2025 Q2	$502	Buy	+1	New	+$463	﹤0.01%	1478
2024 Q2	–	Sell	-20	Closed	-$7.71K	–	1386
2024 Q1	$7.71K	Hold	20	–	–	﹤0.01%	913
2023 Q4	$7.64K	Sell	20 -20	-50%	-$6.95K	﹤0.01%	888
2023 Q3	$12.7K	Hold	40	–	–	﹤0.01%	794
2023 Q2	$14K	Hold	40	–	–	﹤0.01%	771
2023 Q1	$12.3K	Buy	+40	New	+$12.1K	﹤0.01%	794
2022 Q4	–	Sell	-61	Closed	-$15K	–	694
2022 Q3	$15K	Sell	61 -20	-25%	-$5.81K	﹤0.01%	685
2022 Q2	$22K	Sell	81 -21	-21%	-$6.28K	0.01%	608
2022 Q1	$34K	Hold	102	–	–	0.01%	489
2021 Q4	$40K	Hold	102	–	–	0.01%	445
2021 Q3	$36K	Buy	102 +1	+1%	+$377	0.01%	454
2021 Q2	$37K	Hold	101	–	–	0.01%	470
2021 Q1	$30K	Buy	+101	New	+$28.4K	0.01%	472

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GPS Wealth Strategies Group's MCO Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Moody's (MCO) in Q4 2025, closing a stake of 1 share — an estimated $476 sold.

GPS Wealth Strategies Group first reported a position in MCO in Q1 2021 and held it in 14 quarters. The position peaked at $40K in Q4 2021. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1 Moody's share in Q4 2025, an estimated $476.
GPS Wealth Strategies Group first reported a position in Moody's in Q1 2021 and held it in 14 quarters.
GPS Wealth Strategies Group's Moody's position peaked at $40K in Q4 2021.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.