NW
MCO icon

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
Q2 		$2.71M Buy
5,987
+300
+5% +$135K 0.03% 382
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 $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

NewEdge Wealth's MCO Position: Q2 2026 in Review

NewEdge Wealth increased its Moody's (MCO) stake by 5.3% in Q2 2026, buying an estimated $135K and bringing the position to 5,987 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #382.

NewEdge Wealth first reported a position in MCO in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.97M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • NewEdge Wealth held 5,987 shares of Moody's worth $2.71M as of Q2 2026.
  • NewEdge Wealth bought 300 Moody's shares in Q2 2026, an estimated $135K.
  • Moody's made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #382 holding.
  • NewEdge Wealth first reported a position in Moody's in Q1 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's Moody's position peaked at $3.97M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.