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

Circle 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 Q2	$899K	Sell	1,985 -8	-0.4%	-$3.59K	0.01%	162
2026 Q1	$869K	Sell	1,993 -52	-3%	-$24.6K	0.01%	155
2025 Q4	$1.04M	Buy	2,045 +12	+0.6%	+$5.86K	0.02%	131
2025 Q3	$969K	Buy	2,033 +622	+44%	+$314K	0.02%	122
2025 Q2	$708K	Sell	1,411 -37	-3%	-$17.1K	0.02%	144
2025 Q1	$674K	Hold	1,448	–	–	0.02%	146
2024 Q4	$685K	Buy	1,448 +17	+1%	+$8.11K	0.01%	144
2024 Q3	$679K	Sell	1,431 -117	-8%	-$54.2K	0.02%	147
2024 Q2	$652K	Sell	1,548 -107	-6%	-$42.6K	0.02%	133
2024 Q1	$650K	Buy	1,655 +117	+8%	+$45.1K	0.02%	128
2023 Q4	$601K	Buy	1,538 +142	+10%	+$49.4K	0.02%	126
2023 Q3	$441K	Buy	1,396 +7	+0.5%	+$2.38K	0.01%	142
2023 Q2	$483K	Hold	1,389	–	–	0.06%	105
2023 Q1	$425K	Hold	1,389	–	–	0.06%	113
2022 Q4	$387K	Buy	+1,389	New	+$380K	0.06%	120

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Circle Wealth Management's MCO Position: Q2 2026 in Review

Circle Wealth Management reduced its Moody's (MCO) stake by 0.4% in Q2 2026, selling an estimated $3.59K and leaving 1,985 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #162.

Circle Wealth Management first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Circle Wealth Management held 1,985 shares of Moody's worth $899K as of Q2 2026.
Circle Wealth Management sold 8 Moody's shares in Q2 2026, an estimated $3.59K.
Moody's made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #162 holding.
Circle Wealth Management first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
Circle Wealth Management's Moody's position peaked at $1.04M in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.