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Robertson Stephens Wealth Management’s Moody's MCO Stock Holding History

Robertson Stephens Wealth Management’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 		$1.02M Sell
2,243
-193
-8% -$86.7K 0.03% 312
2026
Q1 		$1.06M Sell
2,436
-167
-6% -$79K 0.03% 292
2025
Q4 		$1.33M Buy
2,603
+19
+0.7% +$9.27K 0.03% 256
2025
Q3 		$1.23M Sell
2,584
-9
-0.3% -$4.54K 0.04% 230
2025
Q2 		$1.3M Buy
2,593
+864
+50% +$400K 0.04% 235
2025
Q1 		$805K Sell
1,729
-1,784
-51% -$860K 0.03% 289
2024
Q4 		$1.66M Sell
3,513
-2,305
-40% -$1.1M 0.06% 213
2024
Q3 		$2.76M Buy
5,818
+3,734
+179% +$1.73M 0.1% 164
2024
Q2 		$877K Buy
2,084
+14
+0.7% +$5.57K 0.04% 243
2024
Q1 		$814K Buy
+2,070
New +$798K 0.04% 267

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Robertson Stephens Wealth Management's MCO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Moody's (MCO) stake by 7.9% in Q2 2026, selling an estimated $86.7K and leaving 2,243 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #312.

Robertson Stephens Wealth Management first reported a position in MCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,243 shares of Moody's worth $1.02M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 193 Moody's shares in Q2 2026, an estimated $86.7K.
  • Moody's made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Robertson Stephens Wealth Management first reported a position in Moody's in Q1 2024 and has held it in 10 quarters since.
  • Robertson Stephens Wealth Management's Moody's position peaked at $2.76M in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.