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IBEX Wealth Advisors’s Moody's MCO Stock Holding History

IBEX Wealth Advisors’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
-12,238
Closed -$5.83M – 168
2025
Q3 		$5.83M Buy
12,238
+722
+6% +$364K 0.56% 60
2025
Q2 		$5.78M Buy
+11,516
New +$5.33M 0.62% 57
2019
Q3 		– Sell
-215
Closed -$41K – 262
2019
Q2 		$41K Buy
+215
New +$40.8K 0.01% 239

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's MCO Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 12,238 shares — an estimated $5.83M sold.

IBEX Wealth Advisors first reported a position in MCO in Q2 2019 and held it in 3 quarters. The position peaked at $5.83M in Q3 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12,238 Moody's shares in Q4 2025, an estimated $5.83M.
  • IBEX Wealth Advisors first reported a position in Moody's in Q2 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Moody's position peaked at $5.83M in Q3 2025.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.