Union Bancaire Privee’s Moody's MCO Stock Holding History

Union Bancaire Privee’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
2025 Q2	–	Sell	-679	Closed	-$318K	–	527
2025 Q1	$318K	Sell	679 -316	-32%	-$152K	0.01%	346
2024 Q4	$474K	Buy	+995	New	+$475K	0.01%	338

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Union Bancaire Privee's MCO Position: Q2 2025 in Review

Union Bancaire Privee sold out of Moody's (MCO) in Q2 2025, closing a stake of 679 shares — an estimated $318K sold.

Union Bancaire Privee first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $474K in Q4 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Union Bancaire Privee reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Union Bancaire Privee sold 679 Moody's shares in Q2 2025, an estimated $318K.
Union Bancaire Privee first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
Union Bancaire Privee's Moody's position peaked at $474K in Q4 2024.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Union Bancaire Privee's 13F filing for Q2 2025, filed 18 Jul 2025.