AE Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.9M | Buy |
35,034
+2,179
| +7% | +$979K | 0.07% | 248 |
|
|
2026
Q1 | $14.3M | Buy |
32,855
+569
| +2% | +$269K | 0.08% | 246 |
|
|
2025
Q4 | $16.5M | Buy |
32,286
+30,266
| +1,498% | +$14.8M | 0.09% | 218 |
|
|
2025
Q3 | $963K | Buy |
2,020
+112
| +6% | +$56.5K | 0.01% | 758 |
|
|
2025
Q2 | $957K | Buy |
1,908
+588
| +45% | +$272K | 0.01% | 736 |
|
|
2025
Q1 | $615K | Buy |
1,320
+20
| +2% | +$9.64K | 0.01% | 858 |
|
|
2024
Q4 | $616K | Buy |
1,300
+113
| +10% | +$53.9K | 0.01% | 841 |
|
|
2024
Q3 | $564K | Sell |
1,187
-10,828
| -90% | -$5.02M | 0.01% | 853 |
|
|
2024
Q2 | $5.06M | Buy |
12,015
+11,184
| +1,346% | +$4.45M | 0.05% | 323 |
|
|
2024
Q1 | $327K | Sell |
831
-549
| -40% | -$212K | ﹤0.01% | 937 |
|
|
2023
Q4 | $537K | Buy |
1,380
+130
| +10% | +$45.2K | ﹤0.01% | 1392 |
|
|
2023
Q3 | $395K | Buy |
1,250
+122
| +11% | +$41.5K | ﹤0.01% | 1498 |
|
|
2023
Q2 | $392K | Buy |
1,128
+399
| +55% | +$126K | ﹤0.01% | 1501 |
|
|
2023
Q1 | $223K | Buy |
+729
| New | +$220K | ﹤0.01% | 1684 |
|
|
2022
Q4 | – | Sell |
-1,161
| Closed | -$282K | – | 1874 |
|
|
2022
Q3 | $282K | Sell |
1,161
-927
| -44% | -$269K | ﹤0.01% | 1492 |
|
|
2022
Q2 | $568K | Sell |
2,088
-31,047
| -94% | -$9.29M | ﹤0.01% | 1136 |
|
|
2022
Q1 | $11.2M | Sell |
33,135
-1,516
| -4% | -$510K | 0.08% | 262 |
|
|
2021
Q4 | $13.5M | Sell |
34,651
-7,133
| -17% | -$2.75M | 0.09% | 212 |
|
|
2021
Q3 | $14.8M | Buy |
41,784
+2,122
| +5% | +$800K | 0.12% | 184 |
|
|
2021
Q2 | $14.4M | Sell |
39,662
-161
| -0.4% | -$53.6K | 0.13% | 165 |
|
|
2021
Q1 | $11.9M | Sell |
39,823
-6,030
| -13% | -$1.7M | 0.12% | 174 |
|
|
2020
Q4 | $13.3M | Buy |
45,853
+13,720
| +43% | +$3.84M | 0.15% | 147 |
|
|
2020
Q3 | $9.31M | Buy |
32,133
+8,178
| +34% | +$2.33M | 0.13% | 152 |
|
|
2020
Q2 | $6.58M | Buy |
23,955
+14,097
| +143% | +$3.58M | 0.1% | 188 |
|
|
2020
Q1 | $2.08M | Buy |
9,858
+5,463
| +124% | +$1.33M | 0.05% | 302 |
|
|
2019
Q4 | $1.04M | Buy |
4,395
+3,388
| +336% | +$753K | 0.02% | 524 |
|
|
2019
Q3 | $206K | Buy |
+1,007
| New | +$211K | 0.01% | 915 |
|
|
2019
Q2 | – | Sell |
-2,332
| Closed | -$422K | – | 989 |
|
|
2019
Q1 | $422K | Buy |
+2,332
| New | +$383K | 0.03% | 377 |
|
Other funds holding MCO
AE Wealth Management's MCO Position: Q2 2026 in Review
AE Wealth Management increased its Moody's (MCO) stake by 6.6% in Q2 2026, buying an estimated $979K and bringing the position to 35,034 shares worth $15.9M. The position accounts for 0.07% of the portfolio, ranked #248.
AE Wealth Management first reported a position in MCO in Q1 2019 and has held it in 28 quarters since. The position peaked at $16.5M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- AE Wealth Management held 35,034 shares of Moody's worth $15.9M as of Q2 2026.
- AE Wealth Management bought 2,179 Moody's shares in Q2 2026, an estimated $979K.
- Moody's made up 0.07% of AE Wealth Management's portfolio in Q2 2026, its #248 holding.
- AE Wealth Management first reported a position in Moody's in Q1 2019 and has held it in 28 quarters since.
- AE Wealth Management's Moody's position peaked at $16.5M in Q4 2025.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.