NewEdge Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.68M | Sell |
8,127
-1,176
| -13% | -$528K | 0.01% | 901 |
|
|
2026
Q1 | $4.06M | Buy |
9,303
+3,667
| +65% | +$1.73M | 0.01% | 779 |
|
|
2025
Q4 | $2.88M | Buy |
5,636
+2,213
| +65% | +$1.08M | 0.01% | 892 |
|
|
2025
Q3 | $1.63M | Buy |
3,423
+1,955
| +133% | +$985K | 0.01% | 1123 |
|
|
2025
Q2 | $736K | Buy |
1,468
+86
| +6% | +$39.8K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $644K | Sell |
1,382
-741
| -35% | -$357K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $1M | Buy |
2,123
+804
| +61% | +$384K | 0.01% | 1160 |
|
|
2024
Q3 | $626K | Buy |
1,319
+395
| +43% | +$183K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $389K | Buy |
924
+7
| +0.8% | +$2.79K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $360K | Buy |
917
+632
| +222% | +$244K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $111K | Sell |
285
-2
| -0.7% | -$695 | ﹤0.01% | 1909 |
|
|
2023
Q3 | $90.6K | Sell |
287
-2,619
| -90% | -$891K | ﹤0.01% | 1871 |
|
|
2023
Q2 | $1.01M | Sell |
2,906
-19
| -0.6% | -$6.02K | 0.01% | 863 |
|
|
2023
Q1 | $895K | Sell |
2,925
-605
| -17% | -$183K | 0.01% | 828 |
|
|
2022
Q4 | $227K | Sell |
3,530
-355
| -9% | -$97.1K | 0.01% | 1132 |
|
|
2022
Q3 | $945K | Buy |
3,885
+146
| +4% | +$42.4K | 0.02% | 663 |
|
|
2022
Q2 | $1.02M | Buy |
+3,739
| New | +$1.12M | 0.02% | 663 |
|
|
2022
Q1 | – | Sell |
-3,583
| Closed | -$1.4M | – | 1426 |
|
|
2021
Q4 | $1.4M | Buy |
3,583
+1,044
| +41% | +$403K | 0.02% | 580 |
|
|
2021
Q3 | $901K | Sell |
2,539
-91
| -3% | -$34.3K | 0.02% | 553 |
|
|
2021
Q2 | $953K | Sell |
2,630
-158
| -6% | -$52.6K | 0.03% | 509 |
|
|
2021
Q1 | $832K | Buy |
2,788
+410
| +17% | +$115K | 0.02% | 509 |
|
|
2020
Q4 | $690K | Sell |
2,378
-333
| -12% | -$93.1K | 0.02% | 514 |
|
|
2020
Q3 | $786K | Buy |
2,711
+354
| +15% | +$101K | 0.03% | 446 |
|
|
2020
Q2 | $648K | Sell |
2,357
-1,109
| -32% | -$282K | 0.03% | 473 |
|
|
2020
Q1 | $733K | Buy |
3,466
+1,261
| +57% | +$306K | 0.04% | 372 |
|
|
2019
Q4 | $523K | Buy |
+2,205
| New | +$490K | 0.02% | 511 |
|
|
2017
Q3 | – | Sell |
-38
| Closed | -$4.67K | – | 805 |
|
|
2017
Q2 | $4.67K | Buy |
+38
| New | +$4.45K | ﹤0.01% | 1163 |
|
Other funds holding MCO
NewEdge Advisors's MCO Position: Q2 2026 in Review
NewEdge Advisors reduced its Moody's (MCO) stake by 13% in Q2 2026, selling an estimated $528K and leaving 8,127 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #901.
NewEdge Advisors first reported a position in MCO in Q2 2017 and has held it in 27 quarters since. The position peaked at $4.06M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- NewEdge Advisors held 8,127 shares of Moody's worth $3.68M as of Q2 2026.
- NewEdge Advisors sold 1,176 Moody's shares in Q2 2026, an estimated $528K.
- Moody's made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #901 holding.
- NewEdge Advisors first reported a position in Moody's in Q2 2017 and has held it in 27 quarters since.
- NewEdge Advisors's Moody's position peaked at $4.06M in Q1 2026.
- 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.