NC
MCO icon

NewSquare Capital’s Moody's MCO Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-110
Closed -$55.2K – 794
2025
Q2 		$55.2K Buy
110
+51
+86% +$23.6K ﹤0.01% 275
2025
Q1 		$27.5K Buy
59
+48
+436% +$23.1K ﹤0.01% 307
2024
Q4 		$5.21K Buy
+11
New +$5.25K ﹤0.01% 360
2024
Q2 		– Sell
-23
Closed -$9.04K – 418
2024
Q1 		$9.04K Hold
23
– – ﹤0.01% 259
2023
Q4 		$8.98K Hold
23
– – ﹤0.01% 280
2023
Q3 		$7.27K Hold
23
– – ﹤0.01% 334
2023
Q2 		$8K Hold
23
– – ﹤0.01% 362
2023
Q1 		$7.04K Buy
+23
New +$6.95K ﹤0.01% 390

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's MCO Position: Q3 2025 in Review

NewSquare Capital sold out of Moody's (MCO) in Q3 2025, closing a stake of 110 shares — an estimated $55.2K sold.

NewSquare Capital first reported a position in MCO in Q1 2023 and held it in 8 quarters. The position peaked at $55.2K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • NewSquare Capital reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 110 Moody's shares in Q3 2025, an estimated $55.2K.
  • NewSquare Capital first reported a position in Moody's in Q1 2023 and held it in 8 quarters.
  • NewSquare Capital's Moody's position peaked at $55.2K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.