AWM
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Accurate Wealth Management’s Moody's MCO Stock Holding History

Accurate 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 		$721K Buy
1,479
+219
+17% +$98.4K 0.07% 276
2026
Q1 		$539K Buy
1,260
+42
+3% +$19.9K 0.06% 299
2025
Q4 		$648K Buy
1,218
+45
+4% +$22K 0.08% 248
2025
Q3 		$564K Buy
1,173
+236
+25% +$119K 0.08% 270
2025
Q2 		$474K Buy
937
+91
+11% +$42.1K 0.07% 270
2025
Q1 		$362K Buy
846
+178
+27% +$85.8K 0.07% 249
2024
Q4 		$303K Buy
668
+100
+18% +$47.7K 0.06% 289
2024
Q3 		$276K Sell
568
-27
-5% -$12.5K 0.06% 298
2024
Q2 		$266K Sell
595
-65
-10% -$25.9K 0.06% 255
2024
Q1 		$247K Buy
660
+54
+9% +$20.8K 0.07% 246
2023
Q4 		$228K Buy
+606
New +$211K 0.07% 246
2023
Q1 		– Sell
-157
Closed -$46.5K – 932
2022
Q4 		$46.5K Buy
+157
New +$42.9K 0.02% 474

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

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

Accurate Wealth Management increased its Moody's (MCO) stake by 17% in Q2 2026, buying an estimated $98.4K and bringing the position to 1,479 shares worth $721K. The position accounts for 0.07% of the portfolio, ranked #276.

Accurate Wealth Management first reported a position in MCO in Q4 2022 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Accurate Wealth Management held 1,479 shares of Moody's worth $721K as of Q2 2026.
  • Accurate Wealth Management bought 219 Moody's shares in Q2 2026, an estimated $98.4K.
  • Moody's made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Accurate Wealth Management first reported a position in Moody's in Q4 2022 and has held it in 12 quarters since.
  • 229 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.