Private Wealth Asset Management’s Moody's MCO Stock Holding History

Private Wealth Asset Management’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	$54.8K	Hold	121	–	–	0.01%	415
2026 Q1	$52.8K	Buy	121 +15	+14%	+$7.1K	0.01%	421
2025 Q4	$54.1K	Hold	106	–	–	0.01%	409
2025 Q3	$50.5K	Hold	106	–	–	0.01%	398
2025 Q2	$53.2K	Sell	106 -8	-7%	-$3.71K	0.01%	388
2025 Q1	$53.1K	Buy	+114	New	+$54.9K	0.01%	379

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

Private Wealth Asset Management's MCO Position: Q2 2026 in Review

Private Wealth Asset Management held its Moody's (MCO) position steady in Q2 2026 at 121 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #415.

Private Wealth Asset Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Private Wealth Asset Management held 121 shares of Moody's worth $54.8K as of Q2 2026.
Private Wealth Asset Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #415 holding.
Private Wealth Asset Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.