VWM
MCO icon

Venturi Wealth Management’s Moody's MCO Stock Holding History

Venturi Wealth 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
Q2 		$1.54M Buy
3,405
+42
+1% +$18.9K 0.06% 159
2026
Q1 		$1.47M Sell
3,363
-270
-7% -$128K 0.07% 157
2025
Q4 		$1.86M Buy
3,633
+70
+2% +$34.2K 0.08% 135
2025
Q3 		$1.7M Buy
3,563
+2,132
+149% +$1.07M 0.08% 135
2025
Q2 		$718K Sell
1,431
-228
-14% -$106K 0.04% 255
2025
Q1 		$773K Sell
1,659
-88
-5% -$42.4K 0.04% 242
2024
Q4 		$827K Sell
1,747
-421
-19% -$201K 0.04% 235
2024
Q3 		$1.03M Buy
2,168
+665
+44% +$308K 0.05% 189
2024
Q2 		$633K Buy
1,503
+1,455
+3,031% +$579K 0.04% 240
2024
Q1 		$18.9K Buy
48
+4
+9% +$1.54K ﹤0.01% 757
2023
Q4 		$17.2K Buy
44
+10
+29% +$3.48K ﹤0.01% 739
2023
Q3 		$10.8K Hold
34
– – ﹤0.01% 795
2023
Q2 		$11.8K Buy
34
+3
+10% +$951 ﹤0.01% 632
2023
Q1 		$9.49K Buy
+31
New +$9.37K ﹤0.01% 721
2020
Q4 		– Sell
-3,463
Closed -$1M – 322
2020
Q3 		$1M Buy
3,463
+1,044
+43% +$298K 0.12% 130
2020
Q2 		$665K Buy
+2,419
New +$615K 0.09% 148

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Venturi Wealth Management's MCO Position: Q2 2026 in Review

Venturi Wealth Management increased its Moody's (MCO) stake by 1.2% in Q2 2026, buying an estimated $18.9K and bringing the position to 3,405 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #159.

Venturi Wealth Management first reported a position in MCO in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.86M in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Venturi Wealth Management held 3,405 shares of Moody's worth $1.54M as of Q2 2026.
  • Venturi Wealth Management bought 42 Moody's shares in Q2 2026, an estimated $18.9K.
  • Moody's made up 0.06% of Venturi Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Venturi Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 16 quarters since.
  • Venturi Wealth Management's Moody's position peaked at $1.86M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.