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Tiptree Advisors’s Moody's MCO Stock Holding History

Tiptree 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 		$861K Buy
+1,900
New +$853K 0.53% 24
2026
Q1 		– Sell
-3,000
Closed -$1.53M – 25
2025
Q4 		$1.53M Hold
3,000
– – 0.88% 17
2025
Q3 		$1.43M Buy
3,000
+1,000
+50% +$504K 0.89% 20
2025
Q2 		$1M Buy
+2,000
New +$926K 0.79% 19

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

Tiptree Advisors's MCO Position: Q2 2026 in Review

Tiptree Advisors opened a new position in Moody's (MCO) in Q2 2026: 1,900 shares worth $861K. The stake represents 0.53% of the portfolio and ranks #24 among its holdings. This is a return to the name: Tiptree Advisors previously reported a position in MCO as recently as Q4 2025.

Tiptree Advisors first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Tiptree Advisors held 1,900 shares of Moody's worth $861K as of Q2 2026.
  • Moody's was a new Tiptree Advisors position in Q2 2026.
  • Moody's made up 0.53% of Tiptree Advisors's portfolio in Q2 2026, its #24 holding.
  • Tiptree Advisors first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Tiptree Advisors's Moody's position peaked at $1.53M in Q4 2025.
  • 1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Tiptree Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.