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Sound View Wealth Advisors Group’s Moody's MCO Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$726K Sell
1,665
-63
-4% -$29.8K 0.05% 227
2025
Q4 		$883K Sell
1,728
-2
-0.1% -$976 0.06% 205
2025
Q3 		$824K Buy
1,730
+8
+0.5% +$4.03K 0.06% 214
2025
Q2 		$864K Sell
1,722
-61
-3% -$28.3K 0.06% 203
2025
Q1 		$830K Buy
1,783
+66
+4% +$31.8K 0.07% 197
2024
Q4 		$813K Sell
1,717
-8
-0.5% -$3.82K 0.07% 208
2024
Q3 		$819K Buy
1,725
+36
+2% +$16.7K 0.07% 203
2024
Q2 		$711K Buy
1,689
+1
+0.1% +$398 0.07% 196
2024
Q1 		$663K Buy
1,688
+18
+1% +$6.94K 0.07% 209
2023
Q4 		$652K Buy
1,670
+90
+6% +$31.3K 0.07% 208
2023
Q3 		$499K Buy
1,580
+31
+2% +$10.5K 0.06% 217
2023
Q2 		$539K Sell
1,549
-15
-1% -$4.75K 0.07% 216
2023
Q1 		$479K Sell
1,564
-106
-6% -$32K 0.07% 226
2022
Q4 		$652K Buy
1,670
+195
+13% +$53.3K 0.07% 208
2022
Q3 		$359K Hold
1,475
– – 0.08% 194
2022
Q2 		$401K Sell
1,475
-2
-0.1% -$598 0.08% 186
2022
Q1 		$498K Buy
1,477
+2
+0.1% +$673 0.09% 176
2021
Q4 		$576K Hold
1,475
– – 0.11% 167
2021
Q3 		$524K Hold
1,475
– – 0.11% 162
2021
Q2 		$534K Hold
1,475
– – 0.11% 164
2021
Q1 		$440K Hold
1,475
– – 0.1% 173
2020
Q4 		$428K Hold
1,475
– – 0.1% 167
2020
Q3 		$428K Hold
1,475
– – 0.11% 161
2020
Q2 		$405K Hold
1,475
– – 0.11% 155
2020
Q1 		$312K Hold
1,475
– – 0.11% 156
2019
Q4 		$350K Hold
1,475
– – 0.1% 170
2019
Q3 		$302K Hold
1,475
– – 0.09% 190
2019
Q2 		$288K Buy
+1,475
New +$280K 0.09% 202

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sound View Wealth Advisors Group's MCO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Moody's (MCO) stake by 3.6% in Q1 2026, selling an estimated $29.8K and leaving 1,665 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #227.

Sound View Wealth Advisors Group first reported a position in MCO in Q2 2019 and has held it in 28 quarters since. The position peaked at $883K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,665 shares of Moody's worth $726K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 63 Moody's shares in Q1 2026, an estimated $29.8K.
  • Moody's made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #227 holding.
  • Sound View Wealth Advisors Group first reported a position in Moody's in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Moody's position peaked at $883K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.