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Hennion & Walsh Asset Management’s Moody's MCO Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		– Sell
-2,002
Closed -$873K – 989
2026
Q1 		$873K Sell
2,002
-2,507
-56% -$1.19M 0.03% 549
2025
Q4 		$2.3M Sell
4,509
-1,864
-29% -$909K 0.08% 322
2025
Q3 		$3.04M Sell
6,373
-1,624
-20% -$819K 0.11% 241
2025
Q2 		$4.01M Sell
7,997
-1,051
-12% -$487K 0.16% 150
2025
Q1 		$4.21M Buy
9,048
+471
+5% +$227K 0.19% 134
2024
Q4 		$4.06M Buy
8,577
+202
+2% +$96.4K 0.18% 133
2024
Q3 		$3.97M Buy
8,375
+1,517
+22% +$703K 0.19% 135
2024
Q2 		$2.89M Buy
6,858
+1,399
+26% +$557K 0.15% 173
2024
Q1 		$2.15M Buy
5,459
+1,621
+42% +$625K 0.11% 244
2023
Q4 		$1.5M Buy
3,838
+1,456
+61% +$506K 0.09% 304
2023
Q3 		$753K Buy
+2,382
New +$810K 0.05% 424
2022
Q3 		– Sell
-4,136
Closed -$1.13M – 790
2022
Q2 		$1.13M Sell
4,136
-114
-3% -$34.1K 0.07% 286
2022
Q1 		$1.43M Sell
4,250
-3,336
-44% -$1.12M 0.08% 274
2021
Q4 		$2.96M Sell
7,586
-99
-1% -$38.2K 0.15% 188
2021
Q3 		$2.73M Sell
7,685
-2,533
-25% -$955K 0.14% 203
2021
Q2 		$3.7M Sell
10,218
-143
-1% -$47.6K 0.2% 133
2021
Q1 		$3.09M Buy
+10,361
New +$2.92M 0.19% 151

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

Hennion & Walsh Asset Management's MCO Position: Q2 2026 in Review

Hennion & Walsh Asset Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 2,002 shares — an estimated $873K sold.

Hennion & Walsh Asset Management first reported a position in MCO in Q1 2021 and held it in 17 quarters. The position peaked at $4.21M in Q1 2025. 358 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Hennion & Walsh Asset Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 2,002 Moody's shares in Q2 2026, an estimated $873K.
  • Hennion & Walsh Asset Management first reported a position in Moody's in Q1 2021 and held it in 17 quarters.
  • Hennion & Walsh Asset Management's Moody's position peaked at $4.21M in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.