High Net Worth Advisory Group’s Moody's MCO Stock Holding History

High Net Worth Advisory 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
2026 Q2	$788K	Hold	1,740	–	–	0.17%	120
2026 Q1	$759K	Hold	1,740	–	–	0.18%	118
2025 Q4	$889K	Hold	1,740	–	–	0.2%	107
2025 Q3	$829K	Hold	1,740	–	–	0.2%	103
2025 Q2	$873K	Sell	1,740 -4	-0.2%	-$1.85K	0.23%	92
2025 Q1	$812K	Hold	1,744	–	–	0.23%	96
2024 Q4	$826K	Hold	1,744	–	–	0.23%	95
2024 Q3	$828K	Hold	1,744	–	–	0.23%	95
2024 Q2	$734K	Hold	1,744	–	–	0.22%	94
2024 Q1	$685K	Hold	1,744	–	–	0.22%	100
2023 Q4	$681K	Hold	1,744	–	–	0.25%	92
2023 Q3	$551K	Hold	1,744	–	–	0.22%	98
2023 Q2	$606K	Hold	1,744	–	–	0.24%	98
2023 Q1	$534K	Hold	1,744	–	–	0.22%	101
2022 Q4	$486K	Hold	1,744	–	–	0.19%	108
2022 Q3	$424K	Hold	1,744	–	–	0.18%	111
2022 Q2	$474K	Hold	1,744	–	–	0.2%	107
2022 Q1	$588K	Hold	1,744	–	–	0.21%	95
2021 Q4	$681K	Buy	+1,744	New	+$673K	0.24%	90

Other funds holding MCO

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

High Net Worth Advisory Group's MCO Position: Q2 2026 in Review

High Net Worth Advisory Group held its Moody's (MCO) position steady in Q2 2026 at 1,740 shares worth $788K. The position accounts for 0.17% of the portfolio, ranked #120.

High Net Worth Advisory Group first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $889K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

High Net Worth Advisory Group held 1,740 shares of Moody's worth $788K as of Q2 2026.
High Net Worth Advisory Group left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.17% of High Net Worth Advisory Group's portfolio in Q2 2026, its #120 holding.
High Net Worth Advisory Group first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Moody's position peaked at $889K in Q4 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.