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Bay Harbor Wealth Management’s Moody's MCO Stock Holding History

Bay Harbor 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 		$7.42K Buy
17
+3
+21% +$1.42K ﹤0.01% 278
2025
Q4 		$7.15K Buy
14
+6
+75% +$2.93K ﹤0.01% 219
2025
Q3 		$3.81K Buy
8
+1
+14% +$504 ﹤0.01% 243
2025
Q2 		$3.51K Buy
7
+3
+75% +$1.39K ﹤0.01% 209
2025
Q1 		$1.86K Buy
+4
New +$1.93K ﹤0.01% 198

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

Bay Harbor Wealth Management's MCO Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Moody's (MCO) stake by 21% in Q1 2026, buying an estimated $1.42K and bringing the position to 17 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Bay Harbor Wealth Management first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Bay Harbor Wealth Management held 17 shares of Moody's worth $7.42K as of Q1 2026.
  • Bay Harbor Wealth Management bought 3 Moody's shares in Q1 2026, an estimated $1.42K.
  • Moody's made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #278 holding.
  • Bay Harbor Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.