Invictus Private Wealth’s Moody's MCO Stock Holding History

Invictus Private Wealth’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 Q1	–	Sell	-395	Closed	-$202K	–	86
2025 Q4	$202K	Sell	395 -35	-8%	-$17.1K	0.01%	77
2025 Q3	$205K	Sell	430 -4	-0.9%	-$2.02K	0.01%	79
2025 Q2	$218K	Sell	434 -146	-25%	-$67.6K	0.01%	80
2025 Q1	$270K	Sell	580 -30	-5%	-$14.5K	0.02%	72
2024 Q4	$289K	Sell	610 -144	-19%	-$68.7K	0.02%	73
2024 Q3	$358K	Sell	754 -74	-9%	-$34.3K	0.03%	66
2024 Q2	$349K	Sell	828 -71	-8%	-$28.2K	0.03%	68
2024 Q1	$353K	Sell	899 -47	-5%	-$18.1K	0.03%	68
2023 Q4	$369K	Sell	946 -18	-2%	-$6.26K	0.04%	70
2023 Q3	$305K	Sell	964 -1	-0.1%	-$340	0.03%	71
2023 Q2	$336K	Sell	965 -135	-12%	-$42.8K	0.04%	73
2023 Q1	$337K	Sell	1,100 -40	-4%	-$12.1K	0.04%	67
2022 Q4	$318K	Buy	+1,140	New	+$312K	0.04%	68

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Invictus Private Wealth's MCO Position: Q1 2026 in Review

Invictus Private Wealth sold out of Moody's (MCO) in Q1 2026, closing a stake of 395 shares — an estimated $202K sold.

Invictus Private Wealth first reported a position in MCO in Q4 2022 and held it in 13 quarters. The position peaked at $369K in Q4 2023. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Invictus Private Wealth reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Invictus Private Wealth sold 395 Moody's shares in Q1 2026, an estimated $202K.
Invictus Private Wealth first reported a position in Moody's in Q4 2022 and held it in 13 quarters.
Invictus Private Wealth's Moody's position peaked at $369K in Q4 2023.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.