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VisionPoint Advisory Group’s Moody's MCO Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-1,925
Closed -$910K – 267
2024
Q4 		$910K Sell
1,925
-22
-1% -$10.5K 0.31% 85
2024
Q3 		$924K Buy
1,947
+480
+33% +$222K 0.31% 88
2024
Q2 		$618K Buy
1,467
+394
+37% +$157K 0.22% 96
2024
Q1 		$422K Buy
1,073
+443
+70% +$171K 0.15% 128
2023
Q4 		$246K Buy
630
+338
+116% +$117K 0.09% 142
2023
Q3 		$92.3K Buy
292
+55
+23% +$18.7K 0.04% 199
2023
Q2 		$82.4K Buy
+237
New +$75.1K 0.03% 185
2020
Q4 		– Sell
-1,053
Closed -$305K – 150
2020
Q3 		$305K Sell
1,053
-40
-4% -$11.4K 0.13% 83
2020
Q2 		$317K Sell
1,093
-116
-10% -$29.5K 0.13% 73
2020
Q1 		$256K Buy
1,209
+39
+3% +$9.48K 0.12% 87
2019
Q4 		$278K Sell
1,170
-21
-2% -$4.67K 0.12% 97
2019
Q3 		$242K Buy
1,191
+5
+0.4% +$1.05K 0.07% 117
2019
Q2 		$232K Sell
1,186
-508
-30% -$96.4K 0.07% 118
2019
Q1 		$307K Sell
1,694
-145
-8% -$23.8K 0.09% 96
2018
Q4 		$258K Buy
+1,839
New +$277K 0.08% 89

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

VisionPoint Advisory Group's MCO Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Moody's (MCO) in Q1 2025, closing a stake of 1,925 shares — an estimated $910K sold.

VisionPoint Advisory Group first reported a position in MCO in Q4 2018 and held it in 15 quarters. The position peaked at $924K in Q3 2024. 1,315 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,925 Moody's shares in Q1 2025, an estimated $910K.
  • VisionPoint Advisory Group first reported a position in Moody's in Q4 2018 and held it in 15 quarters.
  • VisionPoint Advisory Group's Moody's position peaked at $924K in Q3 2024.
  • 1,315 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.