AWM
MCO icon

Abound Wealth Management’s Moody's MCO Stock Holding History

Abound Wealth 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 		$4.4K Sell
10
-20
-67% -$8.98K ﹤0.01% 622
2026
Q1 		$13K Buy
30
+4
+15% +$1.89K ﹤0.01% 487
2025
Q4 		$13.5K Hold
26
– – ﹤0.01% 444
2025
Q3 		$12.6K Hold
26
– – ﹤0.01% 445
2025
Q2 		$13.2K Buy
26
+4
+18% +$1.85K ﹤0.01% 394
2025
Q1 		$10.4K Sell
22
-15
-41% -$7.23K ﹤0.01% 395
2024
Q4 		$17.5K Sell
37
-2
-5% -$955 0.01% 299
2024
Q3 		$18.7K Buy
39
+3
+8% +$1.39K 0.01% 309
2024
Q2 		$15.3K Buy
36
+2
+6% +$796 0.01% 300
2024
Q1 		$13.5K Hold
34
– – 0.01% 320
2023
Q4 		$13.1K Buy
34
+3
+10% +$1.04K 0.01% 330
2023
Q3 		$9.81K Sell
31
-6
-16% -$2.04K ﹤0.01% 331
2023
Q2 		$12.9K Buy
37
+13
+54% +$4.12K 0.01% 296
2023
Q1 		$7.35K Hold
24
– – ﹤0.01% 330
2022
Q4 		$6.69K Buy
24
+15
+167% +$4.1K ﹤0.01% 310
2022
Q3 		$2.19K Buy
+9
New +$2.62K ﹤0.01% 465

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Abound Wealth Management's MCO Position: Q2 2026 in Review

Abound Wealth Management reduced its Moody's (MCO) stake by 67% in Q2 2026, selling an estimated $8.98K and leaving 10 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Abound Wealth Management first reported a position in MCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.7K in Q3 2024. 200 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Abound Wealth Management held 10 shares of Moody's worth $4.4K as of Q2 2026.
  • Abound Wealth Management sold 20 Moody's shares in Q2 2026, an estimated $8.98K.
  • Moody's made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #622 holding.
  • Abound Wealth Management first reported a position in Moody's in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Moody's position peaked at $18.7K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.