Prestige Wealth Management Group’s Moody's MCO Stock Holding History

Prestige Wealth Management Group’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	$4.08K	Hold	9	–	–	﹤0.01%	625
2026 Q1	$3.93K	Hold	9	–	–	﹤0.01%	610
2025 Q4	$4.6K	Hold	9	–	–	﹤0.01%	597
2025 Q3	$4.29K	Hold	9	–	–	﹤0.01%	599
2025 Q2	$4.51K	Hold	9	–	–	﹤0.01%	575
2025 Q1	$4.19K	Hold	9	–	–	﹤0.01%	601
2024 Q4	$4.26K	Hold	9	–	–	﹤0.01%	646
2024 Q3	$4.27K	Hold	9	–	–	﹤0.01%	631
2024 Q2	$3.79K	Hold	9	–	–	﹤0.01%	603
2024 Q1	$3.54K	Hold	9	–	–	﹤0.01%	651
2023 Q4	$3.52K	Hold	9	–	–	﹤0.01%	652
2023 Q3	$2.85K	Hold	9	–	–	﹤0.01%	678
2023 Q2	$3.13K	Sell	9 -8	-47%	-$2.54K	﹤0.01%	694
2023 Q1	$5.2K	Hold	17	–	–	﹤0.01%	563
2022 Q4	$4.74K	Sell	17 -1	-6%	-$274	﹤0.01%	624
2022 Q3	$4K	Sell	18 -1	-5%	-$291	﹤0.01%	601
2022 Q2	$5K	Sell	19 -251	-93%	-$75.1K	﹤0.01%	590
2022 Q1	$91K	Buy	270 +18	+7%	+$6.05K	0.02%	194
2021 Q4	$98K	Buy	252 +18	+8%	+$6.94K	0.02%	198
2021 Q3	$83K	Buy	234 +44	+23%	+$16.6K	0.02%	204
2021 Q2	$69K	Buy	190 +171	+900%	+$56.9K	0.02%	216
2021 Q1	$5K	Hold	19	–	–	﹤0.01%	628
2020 Q4	$5K	Buy	19 +3	+19%	+$839	﹤0.01%	589
2020 Q3	$4K	Hold	16	–	–	﹤0.01%	583
2020 Q2	$4K	Sell	16 -5	-24%	-$1.27K	﹤0.01%	564
2020 Q1	$5K	Buy	21 +13	+163%	+$3.16K	﹤0.01%	491
2019 Q4	$2K	Buy	+8	New	+$1.78K	﹤0.01%	506
2019 Q1	–	Sell	-20	Closed	-$3K	–	874
2018 Q4	$3K	Buy	+20	New	+$3.02K	﹤0.01%	731

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prestige Wealth Management Group's MCO Position: Q2 2026 in Review

Prestige Wealth Management Group held its Moody's (MCO) position steady in Q2 2026 at 9 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Prestige Wealth Management Group first reported a position in MCO in Q4 2018 and has held it in 28 quarters since. The position peaked at $98K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Prestige Wealth Management Group held 9 shares of Moody's worth $4.08K as of Q2 2026.
Prestige Wealth Management Group left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #625 holding.
Prestige Wealth Management Group first reported a position in Moody's in Q4 2018 and has held it in 28 quarters since.
Prestige Wealth Management Group's Moody's position peaked at $98K in Q4 2021.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.