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

Virtus Investment 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
Q2 		– Sell
-3,657
Closed -$1.6M – 493
2026
Q1 		$1.6M Sell
3,657
-229
-6% -$108K 0.44% 105
2025
Q4 		$1.99M Buy
3,886
+274
+8% +$134K 0.54% 48
2025
Q3 		$1.72M Buy
+3,612
New +$1.82M 0.49% 105
2025
Q1 		– Sell
-1,089
Closed -$516K – 595
2024
Q4 		$516K Buy
1,089
+569
+109% +$272K 0.4% 77
2024
Q3 		$247K Buy
+520
New +$241K 0.19% 173
2018
Q1 		– Sell
-2,618
Closed -$386K – 278
2017
Q4 		$386K Buy
2,618
+383
+17% +$56.1K 0.04% 325
2017
Q3 		$311K Sell
2,235
-254
-10% -$33.4K 0.03% 361
2017
Q2 		$303K Sell
2,489
-1,214
-33% -$142K 0.03% 377
2017
Q1 		$415K Sell
3,703
-408
-10% -$43.8K 0.04% 345
2016
Q4 		$388K Sell
4,111
-15,092
-79% -$1.52M 0.03% 379
2016
Q3 		$2.08M Buy
+19,203
New +$2.02M 0.13% 215

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Virtus Investment Advisers's MCO Position: Q2 2026 in Review

Virtus Investment Advisers sold out of Moody's (MCO) in Q2 2026, closing a stake of 3,657 shares — an estimated $1.6M sold.

Virtus Investment Advisers first reported a position in MCO in Q3 2016 and held it in 11 quarters. The position peaked at $2.08M in Q3 2016. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Virtus Investment Advisers reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,657 Moody's shares in Q2 2026, an estimated $1.6M.
  • Virtus Investment Advisers first reported a position in Moody's in Q3 2016 and held it in 11 quarters.
  • Virtus Investment Advisers's Moody's position peaked at $2.08M in Q3 2016.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.