Valley National Advisers’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
$3.17K Buy
7
+4
+133% +$1.8K ﹤0.01% 754
2026
Q1
$1K Hold
3
﹤0.01% 836
2025
Q4
$1K Sell
3
-6
-67% -$2.93K ﹤0.01% 866
2025
Q3
$4K Buy
9
+6
+200% +$3.02K ﹤0.01% 672
2025
Q2
$1K Hold
3
﹤0.01% 778
2025
Q1
$1K Buy
+3
New +$1.45K ﹤0.01% 776
2024
Q3
Sell
-18
Closed -$7K 983
2024
Q2
$7K Sell
18
-1
-5% -$398 ﹤0.01% 697
2024
Q1
$7K Sell
19
-4
-17% -$1.54K ﹤0.01% 719
2023
Q4
$8K Buy
+23
New +$7.99K ﹤0.01% 706

Other funds holding MCO

Valley National Advisers's MCO Position: Q2 2026 in Review

Valley National Advisers increased its Moody's (MCO) stake by 133% in Q2 2026, buying an estimated $1.8K and bringing the position to 7 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Valley National Advisers first reported a position in MCO in Q4 2023 and has held it in 9 quarters since. The position peaked at $8K in Q4 2023. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Valley National Advisers held 7 shares of Moody's worth $3.17K as of Q2 2026.
  • Valley National Advisers bought 4 Moody's shares in Q2 2026, an estimated $1.8K.
  • Moody's made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #754 holding.
  • Valley National Advisers first reported a position in Moody's in Q4 2023 and has held it in 9 quarters since.
  • Valley National Advisers's Moody's position peaked at $8K in Q4 2023.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.