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Integrated Wealth Concepts’s Moody's MCO Stock Holding History

Integrated Wealth Concepts’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 		$1.15M Buy
2,639
+1,824
+224% +$863K 0.01% 1030
2025
Q4 		$416K Sell
815
-986
-55% -$481K ﹤0.01% 1173
2025
Q3 		$858K Buy
1,801
+8
+0.4% +$4.03K 0.01% 1068
2025
Q2 		$899K Buy
1,793
+238
+15% +$110K 0.01% 980
2025
Q1 		$724K Buy
1,555
+314
+25% +$151K 0.01% 979
2024
Q4 		$587K Buy
1,241
+65
+6% +$31K 0.01% 1057
2024
Q3 		$558K Buy
1,176
+69
+6% +$32K 0.01% 1038
2024
Q2 		$466K Buy
1,107
+106
+11% +$42.2K 0.01% 1077
2024
Q1 		$394K Buy
1,001
+164
+20% +$63.2K 0.01% 1167
2023
Q4 		$327K Sell
837
-64
-7% -$22.2K 0.01% 1221
2023
Q3 		$285K Sell
901
-44
-5% -$15K 0.01% 1251
2023
Q2 		$329K Buy
945
+289
+44% +$91.6K 0.01% 1183
2023
Q1 		$201K Buy
+656
New +$198K ﹤0.01% 1221

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

Integrated Wealth Concepts's MCO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Moody's (MCO) stake by 224% in Q1 2026, buying an estimated $863K and bringing the position to 2,639 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1030.

Integrated Wealth Concepts first reported a position in MCO in Q1 2023 and has held it in 13 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Integrated Wealth Concepts held 2,639 shares of Moody's worth $1.15M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,824 Moody's shares in Q1 2026, an estimated $863K.
  • Moody's made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1030 holding.
  • Integrated Wealth Concepts first reported a position in Moody's in Q1 2023 and has held it in 13 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.