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AE Wealth Management’s Moody's MCO Stock Holding History

AE Wealth Management’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 		$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

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

AE Wealth Management's MCO Position: Q1 2026 in Review

AE Wealth Management increased its Moody's (MCO) stake by 1.8% in Q1 2026, buying an estimated $269K and bringing the position to 32,855 shares worth $14.3M. The position accounts for 0.08% of the portfolio, ranked #246.

AE Wealth Management first reported a position in MCO in Q1 2019 and has held it in 27 quarters since. The position peaked at $16.5M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • AE Wealth Management held 32,855 shares of Moody's worth $14.3M as of Q1 2026.
  • AE Wealth Management bought 569 Moody's shares in Q1 2026, an estimated $269K.
  • Moody's made up 0.08% of AE Wealth Management's portfolio in Q1 2026, its #246 holding.
  • AE Wealth Management first reported a position in Moody's in Q1 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Moody's position peaked at $16.5M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.