Univest Financial’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Buy
3,079
+229
+8% +$103K 0.07% 136
2026
Q1
$1.24M Buy
+2,850
New +$1.35M 0.07% 145

Other funds holding MCO

Univest Financial's MCO Position: Q2 2026 in Review

Univest Financial increased its Moody's (MCO) stake by 8% in Q2 2026, buying an estimated $103K and bringing the position to 3,079 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #136.

Univest Financial first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Univest Financial held 3,079 shares of Moody's worth $1.39M as of Q2 2026.
  • Univest Financial bought 229 Moody's shares in Q2 2026, an estimated $103K.
  • Moody's made up 0.07% of Univest Financial's portfolio in Q2 2026, its #136 holding.
  • Univest Financial first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.