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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
Q2 		$1.75M Buy
3,856
+1,217
+46% +$547K 0.01% 908
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's MCO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Moody's (MCO) stake by 46% in Q2 2026, buying an estimated $547K and bringing the position to 3,856 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #908.

Integrated Wealth Concepts first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Integrated Wealth Concepts held 3,856 shares of Moody's worth $1.75M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,217 Moody's shares in Q2 2026, an estimated $547K.
  • Moody's made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #908 holding.
  • Integrated Wealth Concepts first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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