ABWM
MCO icon

Alpine Bank Wealth Management’s Moody's MCO Stock Holding History

Alpine Bank 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
2025
Q3 		– Sell
-105
Closed -$52.7K – 438
2025
Q2 		$52.7K Hold
105
– – 0.01% 236
2025
Q1 		$48.9K Buy
+105
New +$50.6K 0.01% 226
2024
Q3 		$64.5K Buy
+136
New +$63K 0.01% 230

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alpine Bank Wealth Management's MCO Position: Q3 2025 in Review

Alpine Bank Wealth Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 105 shares — an estimated $52.7K sold.

Alpine Bank Wealth Management first reported a position in MCO in Q3 2024 and held it in 3 quarters. The position peaked at $64.5K in Q3 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Alpine Bank Wealth Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 105 Moody's shares in Q3 2025, an estimated $52.7K.
  • Alpine Bank Wealth Management first reported a position in Moody's in Q3 2024 and held it in 3 quarters.
  • Alpine Bank Wealth Management's Moody's position peaked at $64.5K in Q3 2024.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.