V-Square Quantitative Management’s Moody's MCO Stock Holding History

V-Square Quantitative Management’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 Q3	$1.8M	Buy	3,970 +168	+4%	+$81.5K	0.17%	104
2026 Q2	$1.72M	Buy	3,802 +526	+16%	+$236K	0.16%	108
2026 Q1	$1.43M	Sell	3,276 -168	-5%	-$79.5K	0.15%	125
2025 Q4	$1.76M	Buy	+3,444	New	+$1.68M	0.18%	82
2025 Q3	–	Sell	-3,352	Closed	-$1.68M	–	406
2025 Q2	$1.68M	Buy	3,352 +64	+2%	+$29.6K	0.23%	84
2025 Q1	$1.53M	Buy	3,288 +177	+6%	+$85.3K	0.22%	91
2024 Q4	$1.47M	Sell	3,111 -19	-0.6%	-$9.07K	0.21%	94
2024 Q3	$1.49M	Buy	3,130 +95	+3%	+$44K	0.22%	93
2024 Q2	$1.28M	Sell	3,035 -381	-11%	-$152K	0.21%	84
2024 Q1	$1.34M	Buy	3,416 +649	+23%	+$250K	0.19%	85
2023 Q4	$1.08M	Buy	2,767 +720	+35%	+$250K	0.19%	74
2023 Q3	$647K	Buy	2,047 +648	+46%	+$220K	0.28%	62
2023 Q2	$486K	Sell	1,399 -49	-3%	-$15.5K	0.35%	61
2023 Q1	$443K	Buy	+1,448	New	+$438K	0.41%	63

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

V-Square Quantitative Management's MCO Position: Q3 2026 in Review

V-Square Quantitative Management increased its Moody's (MCO) stake by 4.4% in Q3 2026, buying an estimated $81.5K and bringing the position to 3,970 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #104.

V-Square Quantitative Management first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. 198 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

V-Square Quantitative Management held 3,970 shares of Moody's worth $1.8M as of Q3 2026.
V-Square Quantitative Management bought 168 Moody's shares in Q3 2026, an estimated $81.5K.
Moody's made up 0.17% of V-Square Quantitative Management's portfolio in Q3 2026, its #104 holding.
V-Square Quantitative Management first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
198 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.