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Advus Financial Partners, LLC’s Moody's MCO Stock Holding History

Advus Financial Partners, LLC’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 		$260K Buy
575
+92
+19% +$41.3K 0.06% 216
2026
Q1 		$211K Buy
483
+77
+19% +$36.4K 0.05% 241
2025
Q4 		$207K Buy
+406
New +$198K 0.05% 236
2025
Q3 		– Sell
-436
Closed -$219K – 268
2025
Q2 		$219K Sell
436
-15
-3% -$6.95K 0.06% 235
2025
Q1 		$210K Hold
451
– – 0.06% 221
2024
Q4 		$213K Hold
451
– – 0.06% 214
2024
Q3 		$214K Buy
+451
New +$209K 0.06% 213

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

Advus Financial Partners, LLC's MCO Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Moody's (MCO) stake by 19% in Q2 2026, buying an estimated $41.3K and bringing the position to 575 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #216.

Advus Financial Partners, LLC first reported a position in MCO in Q3 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Advus Financial Partners, LLC held 575 shares of Moody's worth $260K as of Q2 2026.
  • Advus Financial Partners, LLC bought 92 Moody's shares in Q2 2026, an estimated $41.3K.
  • Moody's made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #216 holding.
  • Advus Financial Partners, LLC first reported a position in Moody's in Q3 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.