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

Physician 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
2026 Q2	$42.1K	Buy	93 +3	+3%	+$1.35K	0.01%	471
2026 Q1	$39.3K	Sell	90 -68	-43%	-$32.2K	0.01%	447
2025 Q4	$80.7K	Buy	158 +48	+44%	+$23.4K	0.01%	304
2025 Q3	$52.4K	Buy	110 +3	+3%	+$1.51K	0.01%	374
2025 Q2	$53.7K	Buy	107 +27	+34%	+$12.5K	0.01%	334
2025 Q1	$37.3K	Hold	80	–	–	0.01%	377
2024 Q4	$37.9K	Buy	+80	New	+$38.2K	0.01%	387

Other funds holding MCO

PAM

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Physician Wealth Advisors's MCO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Moody's (MCO) stake by 3.3% in Q2 2026, buying an estimated $1.35K and bringing the position to 93 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #471.

Physician Wealth Advisors first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.7K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Physician Wealth Advisors held 93 shares of Moody's worth $42.1K as of Q2 2026.
Physician Wealth Advisors bought 3 Moody's shares in Q2 2026, an estimated $1.35K.
Moody's made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #471 holding.
Physician Wealth Advisors first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Moody's position peaked at $80.7K in Q4 2025.
262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.