Root Financial Partners’s Moody's MCO Stock Holding History

Root Financial Partners’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	-170	Closed	-$74.2K	–	2033
2026 Q1	$74.2K	Sell	170 -49	-22%	-$23.2K	﹤0.01%	701
2025 Q4	$112K	Buy	219 +40	+22%	+$19.5K	0.01%	429
2025 Q3	$85.4K	Buy	+179	New	+$90.2K	0.01%	490

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

Root Financial Partners's MCO Position: Q2 2026 in Review

Root Financial Partners sold out of Moody's (MCO) in Q2 2026, closing a stake of 170 shares — an estimated $74.2K sold.

Root Financial Partners first reported a position in MCO in Q3 2025 and held it in 3 quarters. The position peaked at $112K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Root Financial Partners reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 170 Moody's shares in Q2 2026, an estimated $74.2K.
Root Financial Partners first reported a position in Moody's in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Moody's position peaked at $112K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.