WAS
MCO icon

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

Wealth 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
2025
Q2 		– Sell
-660
Closed -$307K – 144
2025
Q1 		$307K Buy
660
+214
+48% +$103K 0.08% 115
2024
Q4 		$211K Buy
+446
New +$213K 0.06% 123

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $45.2B AUM 12.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Advisory Solutions's MCO Position: Q2 2025 in Review

Wealth Advisory Solutions sold out of Moody's (MCO) in Q2 2025, closing a stake of 660 shares — an estimated $307K sold.

Wealth Advisory Solutions first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $307K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Wealth Advisory Solutions reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 660 Moody's shares in Q2 2025, an estimated $307K.
  • Wealth Advisory Solutions first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
  • Wealth Advisory Solutions's Moody's position peaked at $307K in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Wealth Advisory Solutions's 13F filing for Q2 2025, filed 14 Jul 2025.