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NewEdge Wealth’s Moody's MCO Stock Holding History

NewEdge Wealth’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 		$2.48M Sell
5,687
-2,078
-27% -$983K 0.03% 370
2025
Q4 		$3.97M Buy
7,765
+1,870
+32% +$912K 0.04% 288
2025
Q3 		$2.87M Sell
5,895
-709
-11% -$357K 0.04% 313
2025
Q2 		$3.4M Buy
6,604
+643
+11% +$298K 0.05% 275
2025
Q1 		$2.78M Sell
5,961
-179
-3% -$86.3K 0.05% 287
2024
Q4 		$2.91M Sell
6,140
-106
-2% -$50.6K 0.05% 277
2024
Q3 		$2.96M Buy
6,246
+461
+8% +$214K 0.05% 293
2024
Q2 		$2.44M Sell
5,785
-396
-6% -$158K 0.05% 299
2024
Q1 		$2.33M Buy
6,181
+451
+8% +$174K 0.05% 298
2023
Q4 		$2.24M Sell
5,730
-47
-0.8% -$16.3K 0.06% 279
2023
Q3 		$1.83M Sell
5,777
-148
-2% -$50.3K 0.06% 275
2023
Q2 		$2.06M Buy
+5,925
New +$1.88M 0.07% 248
2022
Q2 		– Sell
-1,289
Closed -$435K – 569
2022
Q1 		$435K Buy
1,289
+168
+15% +$56.5K 0.02% 321
2021
Q4 		$438K Buy
1,121
+301
+37% +$116K 0.02% 307
2021
Q3 		$291K Buy
820
+2
+0.2% +$754 0.02% 251
2021
Q2 		$296K Buy
818
+1
+0.1% +$333 0.02% 244
2021
Q1 		$244K Buy
+817
New +$230K 0.02% 270

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

NewEdge Wealth's MCO Position: Q1 2026 in Review

NewEdge Wealth reduced its Moody's (MCO) stake by 27% in Q1 2026, selling an estimated $983K and leaving 5,687 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #370.

NewEdge Wealth first reported a position in MCO in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.97M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • NewEdge Wealth held 5,687 shares of Moody's worth $2.48M as of Q1 2026.
  • NewEdge Wealth sold 2,078 Moody's shares in Q1 2026, an estimated $983K.
  • Moody's made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #370 holding.
  • NewEdge Wealth first reported a position in Moody's in Q1 2021 and has held it in 17 quarters since.
  • NewEdge Wealth's Moody's position peaked at $3.97M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.