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Wealthspire Advisors (New York)’s Moody's MCO Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-703
Closed -$359K – 1037
2025
Q4 		$359K Buy
703
+446
+174% +$218K ﹤0.01% 727
2025
Q3 		$123K Buy
+257
New +$130K ﹤0.01% 951
2024
Q2 		– Sell
-1,393
Closed -$548K – 683
2024
Q1 		$548K Sell
1,393
-119
-8% -$45.9K 0.01% 411
2023
Q4 		$591K Buy
+1,512
New +$525K 0.01% 392
2022
Q4 		– Sell
-2,406
Closed -$585K – 598
2022
Q3 		$585K Buy
2,406
+6
+0.3% +$1.74K 0.01% 307
2022
Q2 		$653K Sell
2,400
-159
-6% -$47.6K 0.01% 282
2022
Q1 		$863K Sell
2,559
-473
-16% -$159K 0.02% 206
2021
Q4 		$1.18M Buy
3,032
+190
+7% +$73.3K 0.03% 208
2021
Q3 		$1.01M Buy
2,842
+328
+13% +$124K 0.02% 245
2021
Q2 		$911K Sell
2,514
-2,484
-50% -$827K 0.02% 170
2021
Q1 		$1.49M Buy
4,998
+917
+22% +$258K 0.04% 209
2020
Q4 		$1.18M Buy
4,081
+2,939
+257% +$822K 0.04% 188
2020
Q3 		$331K Buy
1,142
+36
+3% +$10.3K 0.02% 227
2020
Q2 		$304K Sell
1,106
-3,289
-75% -$836K 0.02% 206
2020
Q1 		$930K Buy
+4,395
New +$1.07M 0.04% 209
2019
Q1 		– Sell
-61
Closed -$9K – 494
2018
Q4 		$9K Buy
+61
New +$9.2K ﹤0.01% 530

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
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

Wealthspire Advisors (New York)'s MCO Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Moody's (MCO) in Q1 2026, closing a stake of 703 shares — an estimated $359K sold.

Wealthspire Advisors (New York) first reported a position in MCO in Q4 2018 and held it in 16 quarters. The position peaked at $1.49M in Q1 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 703 Moody's shares in Q1 2026, an estimated $359K.
  • Wealthspire Advisors (New York) first reported a position in Moody's in Q4 2018 and held it in 16 quarters.
  • Wealthspire Advisors (New York)'s Moody's position peaked at $1.49M in Q1 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.