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 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 $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

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

Circle Wealth Management reduced its Moody's (MCO) stake by 2.5% in Q1 2026, selling an estimated $24.6K and leaving 1,993 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #155.

Circle Wealth Management first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Circle Wealth Management held 1,993 shares of Moody's worth $869K as of Q1 2026.
Circle Wealth Management sold 52 Moody's shares in Q1 2026, an estimated $24.6K.
Moody's made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #155 holding.
Circle Wealth Management first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
Circle Wealth Management's Moody's position peaked at $1.04M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.