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Guardian Wealth Advisors (North Carolina)’s Moody's MCO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$326K Sell
720
-9
-1% -$4.04K 0.02% 297
2026
Q1 		$318K Sell
729
-2
-0.3% -$946 0.02% 275
2025
Q4 		$373K Sell
731
-50
-6% -$24.4K 0.02% 260
2025
Q3 		$372K Sell
781
-1
-0.1% -$504 0.02% 252
2025
Q2 		$392K Buy
782
+22
+3% +$10.2K 0.03% 228
2025
Q1 		$354K Buy
+760
New +$366K 0.03% 227

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

Guardian Wealth Advisors (North Carolina)'s MCO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Moody's (MCO) stake by 1.2% in Q2 2026, selling an estimated $4.04K and leaving 720 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #297.

Guardian Wealth Advisors (North Carolina) first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $392K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 720 shares of Moody's worth $326K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 9 Moody's shares in Q2 2026, an estimated $4.04K.
  • Moody's made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #297 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Moody's position peaked at $392K in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.