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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
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
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

Prestige Wealth Management Group's MCO Position: Q1 2026 in Review

Prestige Wealth Management Group held its Moody's (MCO) position steady in Q1 2026 at 9 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Prestige Wealth Management Group first reported a position in MCO in Q4 2018 and has held it in 27 quarters since. The position peaked at $98K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Prestige Wealth Management Group held 9 shares of Moody's worth $3.93K as of Q1 2026.
  • Prestige Wealth Management Group left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #610 holding.
  • Prestige Wealth Management Group first reported a position in Moody's in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Moody's position peaked at $98K in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.