HighPoint Advisor Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $424K | Buy |
936
+10
| +1% | +$4.49K | 0.01% | 503 |
|
|
2026
Q1 | $404K | Sell |
926
-4,158
| -82% | -$1.97M | 0.02% | 466 |
|
|
2025
Q4 | $2.6M | Buy |
5,084
+870
| +21% | +$424K | 0.06% | 271 |
|
|
2025
Q3 | $2.01M | Buy |
4,214
+272
| +7% | +$137K | 0.1% | 160 |
|
|
2025
Q2 | $1.98M | Sell |
3,942
-59
| -1% | -$27.3K | 0.11% | 158 |
|
|
2025
Q1 | $1.79M | Buy |
4,001
+119
| +3% | +$57.3K | 0.1% | 153 |
|
|
2024
Q4 | $1.99M | Buy |
3,882
+37
| +1% | +$17.7K | 0.11% | 149 |
|
|
2024
Q3 | $1.75M | Buy |
3,845
+17
| +0.4% | +$7.88K | 0.1% | 161 |
|
|
2024
Q2 | $1.75M | Buy |
3,828
+9
| +0.2% | +$3.58K | 0.1% | 155 |
|
|
2024
Q1 | $1.52M | Buy |
3,819
+24
| +0.6% | +$9.25K | 0.11% | 153 |
|
|
2023
Q4 | $1.47M | Buy |
+3,795
| New | +$1.32M | 0.11% | 155 |
|
|
2022
Q2 | $654K | Buy |
+2,312
| New | +$692K | 0.07% | 223 |
|
|
2021
Q3 | $747K | Sell |
2,103
-266
| -11% | -$100K | 0.07% | 221 |
|
|
2021
Q2 | $858K | Buy |
2,369
+427
| +22% | +$142K | 0.09% | 195 |
|
|
2021
Q1 | $610K | Buy |
1,942
+101
| +5% | +$28.4K | 0.07% | 230 |
|
|
2020
Q4 | $520K | Buy |
1,841
+134
| +8% | +$37.5K | 0.06% | 249 |
|
|
2020
Q3 | $497K | Sell |
1,707
-16
| -0.9% | -$4.57K | 0.09% | 189 |
|
|
2020
Q2 | $480K | Buy |
1,723
+54
| +3% | +$13.7K | 0.1% | 169 |
|
|
2020
Q1 | $409K | Sell |
1,669
-56
| -3% | -$13.6K | 0.1% | 175 |
|
|
2019
Q4 | $442K | Buy |
1,725
+165
| +11% | +$36.7K | 0.09% | 199 |
|
|
2019
Q3 | $340K | Buy |
1,560
+37
| +2% | +$7.76K | 0.08% | 221 |
|
|
2019
Q2 | $308K | Sell |
1,523
-53
| -3% | -$10.1K | 0.07% | 240 |
|
|
2019
Q1 | $303K | Buy |
1,576
+83
| +6% | +$13.6K | 0.07% | 240 |
|
|
2018
Q4 | $250K | Buy |
1,493
+219
| +17% | +$33K | 0.07% | 256 |
|
|
2018
Q3 | $203K | Buy |
1,274
+6
| +0.5% | +$1.05K | 0.06% | 297 |
|
|
2018
Q2 | $218K | Sell |
1,268
-144
| -10% | -$24.4K | 0.06% | 295 |
|
|
2018
Q1 | $253K | Buy |
1,412
+1
| +0.1% | +$162 | 0.07% | 266 |
|
|
2017
Q4 | $228K | Buy |
+1,411
| New | +$207K | 0.07% | 257 |
|
|
2016
Q4 | – | Sell |
-2,196
| Closed | -$222K | – | 291 |
|
|
2016
Q3 | $222K | Buy |
2,196
+1
| +0% | +$105 | 0.08% | 245 |
|
|
2016
Q2 | $229K | Buy |
+2,195
| New | +$212K | 0.08% | 240 |
|
Other funds holding MCO
HighPoint Advisor Group's MCO Position: Q2 2026 in Review
HighPoint Advisor Group increased its Moody's (MCO) stake by 1.1% in Q2 2026, buying an estimated $4.49K and bringing the position to 936 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #503.
HighPoint Advisor Group first reported a position in MCO in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.6M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- HighPoint Advisor Group held 936 shares of Moody's worth $424K as of Q2 2026.
- HighPoint Advisor Group bought 10 Moody's shares in Q2 2026, an estimated $4.49K.
- Moody's made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #503 holding.
- HighPoint Advisor Group first reported a position in Moody's in Q2 2016 and has held it in 30 quarters since.
- HighPoint Advisor Group's Moody's position peaked at $2.6M in Q4 2025.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.