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

Portus 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	–	Sell	-3	Closed	-$1.31K	–	331
2026 Q1	$1.31K	Buy	+3	New	+$1.42K	﹤0.01%	346

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Portus Wealth Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 3 shares — an estimated $1.31K sold.

Portus Wealth Advisors first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $1.31K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Portus Wealth Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 3 Moody's shares in Q2 2026, an estimated $1.31K.
Portus Wealth Advisors first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Moody's position peaked at $1.31K in Q1 2026.
1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.