Gardner Lewis Asset Management’s Moody's MCO Stock Holding History

Gardner Lewis Asset 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 Q4	–	Sell	-1,247	Closed	-$594K	–	89
2025 Q3	$594K	Buy	1,247 +842	+208%	+$424K	0.14%	68
2025 Q2	$203K	Buy	+405	New	+$188K	0.05%	76
2023 Q4	–	Sell	-3,511	Closed	-$1.11M	–	63
2023 Q3	$1.11M	Buy	3,511 +439	+14%	+$149K	0.38%	54
2023 Q2	$1.07M	Buy	+3,072	New	+$974K	0.36%	54
2023 Q1	–	Sell	-4,998	Closed	-$1.39M	–	82
2022 Q4	$1.39M	Buy	+4,998	New	+$1.37M	0.48%	48
2020 Q4	–	Sell	-1,437	Closed	-$417K	–	75
2020 Q3	$417K	Buy	+1,437	New	+$410K	0.08%	74
2016 Q3	–	Sell	-23,935	Closed	-$2.24M	–	125
2016 Q2	$2.24M	Buy	+23,935	New	+$2.31M	0.24%	67

Other funds holding MCO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Gardner Lewis Asset Management's MCO Position: Q4 2025 in Review

Gardner Lewis Asset Management sold out of Moody's (MCO) in Q4 2025, closing a stake of 1,247 shares — an estimated $594K sold.

Gardner Lewis Asset Management first reported a position in MCO in Q2 2016 and held it in 7 quarters. The position peaked at $2.24M in Q2 2016. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Gardner Lewis Asset Management reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Gardner Lewis Asset Management sold 1,247 Moody's shares in Q4 2025, an estimated $594K.
Gardner Lewis Asset Management first reported a position in Moody's in Q2 2016 and held it in 7 quarters.
Gardner Lewis Asset Management's Moody's position peaked at $2.24M in Q2 2016.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Gardner Lewis Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.