OPS
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Orion Portfolio Solutions’s Moody's MCO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.1M Buy
6,666
+135
+2% +$65K 0.03% 513
2024
Q4 		$3.09M Buy
6,531
+27
+0.4% +$12.9K 0.03% 496
2024
Q3 		$3.09M Buy
6,504
+45
+0.7% +$20.9K 0.03% 490
2024
Q2 		$2.72M Buy
6,459
+16
+0.2% +$6.37K 0.03% 512
2024
Q1 		$2.53M Sell
6,443
-168
-3% -$64.8K 0.03% 546
2023
Q4 		$2.48M Sell
6,611
-586
-8% -$204K 0.03% 536
2023
Q3 		$2.28M Sell
7,197
-195
-3% -$66.3K 0.03% 560
2023
Q2 		$2.57M Buy
7,392
+962
+15% +$305K 0.03% 536
2023
Q1 		$1.97M Buy
6,430
+5,390
+518% +$1.63M 0.02% 597
2022
Q4 		$290K Buy
1,040
+176
+20% +$48.1K 0.01% 675
2022
Q3 		$210K Buy
+864
New +$251K 0.01% 688
2022
Q2 		– Sell
-700
Closed -$236K – 724
2022
Q1 		$236K Buy
700
+93
+15% +$31.3K 0.01% 634
2021
Q4 		$237K Sell
607
-94
-13% -$36.3K 0.01% 639
2021
Q3 		$249K Buy
+701
New +$264K 0.01% 568
2020
Q3 		– Sell
-537
Closed -$148K – 1387
2020
Q2 		$148K Buy
537
+279
+108% +$70.9K 0.01% 465
2020
Q1 		$55K Buy
258
+87
+51% +$21.1K ﹤0.01% 570
2019
Q4 		$41K Buy
+171
New +$38K ﹤0.01% 592

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Orion Portfolio Solutions's MCO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Moody's (MCO) stake by 2.1% in Q1 2025, buying an estimated $65K and bringing the position to 6,666 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #513.

Orion Portfolio Solutions first reported a position in MCO in Q4 2019 and has held it in 17 quarters since. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Orion Portfolio Solutions held 6,666 shares of Moody's worth $3.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 135 Moody's shares in Q1 2025, an estimated $65K.
  • Moody's made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #513 holding.
  • Orion Portfolio Solutions first reported a position in Moody's in Q4 2019 and has held it in 17 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.