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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
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
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

Private Wealth Asset Management's MCO Position: Q1 2026 in Review

Private Wealth Asset Management increased its Moody's (MCO) stake by 14% in Q1 2026, buying an estimated $7.1K and bringing the position to 121 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #421.

Private Wealth Asset Management first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $54.1K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Private Wealth Asset Management held 121 shares of Moody's worth $52.8K as of Q1 2026.
  • Private Wealth Asset Management bought 15 Moody's shares in Q1 2026, an estimated $7.1K.
  • Moody's made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #421 holding.
  • Private Wealth Asset Management first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Moody's position peaked at $54.1K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.