Virtus ETF Advisers’s Moody's MCO Stock Holding History

Virtus ETF Advisers’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	$7.85K	Sell	18 -35	-66%	-$16.6K	﹤0.01%	460
2025 Q4	$27.1K	Hold	53	–	–	0.01%	429
2025 Q3	$25.3K	Sell	53 -1,036	-95%	-$522K	0.01%	419
2025 Q2	$546K	Hold	1,089	–	–	0.33%	86
2025 Q1	$507K	Buy	+1,089	New	+$525K	0.33%	93
2022 Q3	–	Sell	-2,284	Closed	-$621K	–	461
2022 Q2	$621K	Buy	+2,284	New	+$683K	0.23%	180
2020 Q2	–	Sell	-120	Closed	-$25K	–	477
2020 Q1	$25K	Buy	120 +20	+20%	+$4.86K	0.01%	320
2019 Q4	$24K	Buy	+100	New	+$22.2K	﹤0.01%	337

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Virtus ETF Advisers's MCO Position: Q1 2026 in Review

Virtus ETF Advisers reduced its Moody's (MCO) stake by 66% in Q1 2026, selling an estimated $16.6K and leaving 18 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Virtus ETF Advisers first reported a position in MCO in Q4 2019 and has held it in 8 quarters since. The position peaked at $621K in Q2 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Virtus ETF Advisers held 18 shares of Moody's worth $7.85K as of Q1 2026.
Virtus ETF Advisers sold 35 Moody's shares in Q1 2026, an estimated $16.6K.
Moody's made up ﹤0.01% of Virtus ETF Advisers's portfolio in Q1 2026, its #460 holding.
Virtus ETF Advisers first reported a position in Moody's in Q4 2019 and has held it in 8 quarters since.
Virtus ETF Advisers's Moody's position peaked at $621K in Q2 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.