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Vestmark Advisory Solutions’s Moody's MCO Stock Holding History

Vestmark Advisory Solutions’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
Q1 		$2.4M Sell
5,499
-1,053
-16% -$498K 0.03% 559
2025
Q4 		$3.35M Buy
6,552
+903
+16% +$441K 0.05% 414
2025
Q3 		$2.69M Sell
5,649
-455
-7% -$229K 0.05% 352
2025
Q2 		$3.06M Sell
6,104
-4,981
-45% -$2.31M 0.04% 298
2025
Q1 		$5.16M Buy
11,085
+5,197
+88% +$2.5M 0.13% 205
2024
Q4 		$2.79M Buy
5,888
+625
+12% +$298K 0.1% 217
2024
Q3 		$2.5M Buy
5,263
+31
+0.6% +$14.4K 0.09% 228
2024
Q2 		$2.2M Buy
5,232
+21
+0.4% +$8.36K 0.09% 230
2024
Q1 		$2.05M Sell
5,211
-233
-4% -$89.8K 0.09% 241
2023
Q4 		$2.13M Sell
5,444
-56
-1% -$19.5K 0.11% 221
2023
Q3 		$1.74M Sell
5,500
-14
-0.3% -$4.76K 0.13% 188
2023
Q2 		$1.92M Buy
+5,514
New +$1.75M 0.07% 323
2023
Q1 		– Sell
-1,328
Closed -$370K – 889
2022
Q4 		$370K Buy
1,328
+59
+5% +$16.1K 0.02% 632
2022
Q3 		$309K Sell
1,269
-320
-20% -$93K 0.02% 652
2022
Q2 		$432K Sell
1,589
-286
-15% -$85.6K 0.02% 574
2022
Q1 		$633K Buy
1,875
+64
+4% +$21.5K 0.04% 470
2021
Q4 		$707K Buy
1,811
+184
+11% +$71K 0.04% 446
2021
Q3 		$578K Buy
1,627
+203
+14% +$76.5K 0.04% 457
2021
Q2 		$516K Buy
1,424
+123
+9% +$40.9K 0.04% 466
2021
Q1 		$388K Buy
1,301
+294
+29% +$82.8K 0.03% 522
2020
Q4 		$292K Buy
1,007
+75
+8% +$21K 0.03% 473
2020
Q3 		$270K Buy
932
+58
+7% +$16.6K 0.04% 457
2020
Q2 		$240K Buy
+874
New +$222K 0.04% 471

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Vestmark Advisory Solutions's MCO Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Moody's (MCO) stake by 16% in Q1 2026, selling an estimated $498K and leaving 5,499 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #559.

Vestmark Advisory Solutions first reported a position in MCO in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.16M in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Vestmark Advisory Solutions held 5,499 shares of Moody's worth $2.4M as of Q1 2026.
  • Vestmark Advisory Solutions sold 1,053 Moody's shares in Q1 2026, an estimated $498K.
  • Moody's made up 0.03% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #559 holding.
  • Vestmark Advisory Solutions first reported a position in Moody's in Q2 2020 and has held it in 23 quarters since.
  • Vestmark Advisory Solutions's Moody's position peaked at $5.16M in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.