WAP
MCO icon

Wealthcare Advisory Partners’s Moody's MCO Stock Holding History

Wealthcare Advisory Partners’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
-6,472
Closed -$2.82M – 1129
2026
Q1 		$2.82M Sell
6,472
-158
-2% -$74.7K 0.05% 290
2025
Q4 		$3.39M Sell
6,630
-171
-3% -$83.4K 0.07% 244
2025
Q3 		$3.24M Sell
6,801
-120
-2% -$60.5K 0.07% 239
2025
Q2 		$3.47M Sell
6,921
-129
-2% -$59.8K 0.08% 207
2025
Q1 		$3.28M Sell
7,050
-156
-2% -$75.2K 0.09% 195
2024
Q4 		$3.41M Sell
7,206
-8
-0.1% -$3.82K 0.09% 178
2024
Q3 		$3.42M Sell
7,214
-44
-0.6% -$20.4K 0.1% 184
2024
Q2 		$3.06M Sell
7,258
-292
-4% -$116K 0.1% 171
2024
Q1 		$2.97M Buy
+7,550
New +$2.91M 0.1% 175
2023
Q3 		– Sell
-601
Closed -$209K – 729
2023
Q2 		$209K Buy
+601
New +$191K 0.01% 669
2021
Q2 		– Sell
-136
Closed -$41K – 1311
2021
Q1 		$41K Buy
+136
New +$38.3K ﹤0.01% 941
2020
Q2 		– Sell
-58
Closed -$12K – 939
2020
Q1 		$12K Hold
58
– – ﹤0.01% 874
2019
Q4 		$14K Hold
58
– – ﹤0.01% 858
2019
Q3 		$12K Hold
58
– – ﹤0.01% 883
2019
Q2 		$11K Hold
58
– – ﹤0.01% 882
2019
Q1 		$11K Sell
58
-38
-40% -$6.24K ﹤0.01% 793
2018
Q4 		$13K Hold
96
– – ﹤0.01% 728
2018
Q3 		$16K Buy
96
+38
+66% +$6.68K ﹤0.01% 734
2018
Q2 		$10K Buy
58
+45
+346% +$7.62K ﹤0.01% 835
2018
Q1 		$2K Sell
13
-2
-13% -$324 ﹤0.01% 963
2017
Q4 		$2K Buy
+15
New +$2.2K ﹤0.01% 928

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Wealthcare Advisory Partners's MCO Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Moody's (MCO) in Q2 2026, closing a stake of 6,472 shares — an estimated $2.82M sold.

Wealthcare Advisory Partners first reported a position in MCO in Q4 2017 and held it in 21 quarters. The position peaked at $3.47M in Q2 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,472 Moody's shares in Q2 2026, an estimated $2.82M.
  • Wealthcare Advisory Partners first reported a position in Moody's in Q4 2017 and held it in 21 quarters.
  • Wealthcare Advisory Partners's Moody's position peaked at $3.47M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.