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Stonebridge Financial Group (Pennsylvania)’s Moody's MCO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-3
Closed -$1.4K – 635
2025
Q1 		$1.4K Buy
+3
New +$1.45K ﹤0.01% 800

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MCO Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Moody's (MCO) in Q2 2025, closing a stake of 3 shares — an estimated $1.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MCO in Q1 2025 and held it in 1 quarter. The position peaked at $1.4K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 3 Moody's shares in Q2 2025, an estimated $1.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Moody's in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Moody's position peaked at $1.4K in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.