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Atlantic Edge Private Wealth Management’s Moody's MCO Stock Holding History

Atlantic Edge Private 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 		$18.8K Hold
43
– – ﹤0.01% 326
2025
Q4 		$22K Hold
43
– – 0.01% 303
2025
Q3 		$20.5K Hold
43
– – 0.01% 303
2025
Q2 		$21.6K Hold
43
– – 0.01% 292
2025
Q1 		$20K Buy
+43
New +$20.7K 0.01% 283

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

Atlantic Edge Private Wealth Management's MCO Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its Moody's (MCO) position steady in Q1 2026 at 43 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Atlantic Edge Private Wealth Management first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $22K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Atlantic Edge Private Wealth Management held 43 shares of Moody's worth $18.8K as of Q1 2026.
  • Atlantic Edge Private Wealth Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • Atlantic Edge Private Wealth Management's Moody's position peaked at $22K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.