Ashton Thomas Private Wealth’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$584K Buy
1,289
+243
+23% +$109K 0.01% 724
2026
Q1
$456K Buy
1,046
+204
+24% +$96.5K 0.01% 748
2025
Q4
$430K Buy
842
+10
+1% +$4.88K 0.01% 709
2025
Q3
$396K Buy
832
+34
+4% +$17.1K 0.01% 694
2025
Q2
$400K Buy
798
+57
+8% +$26.4K 0.01% 626
2025
Q1
$345K Buy
741
+144
+24% +$69.4K 0.01% 630
2024
Q4
$283K Buy
+597
New +$285K 0.01% 651
2024
Q3
Sell
-212
Closed -$89.2K 1329
2024
Q2
$89.2K Sell
212
-385
-64% -$153K ﹤0.01% 783
2024
Q1
$235K Sell
597
-36
-6% -$13.9K 0.01% 545
2023
Q4
$247K Buy
+633
New +$220K 0.02% 524
2023
Q3
Sell
-617
Closed -$215K 587
2023
Q2
$215K Buy
+617
New +$196K 0.02% 543

Other funds holding MCO

Ashton Thomas Private Wealth's MCO Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Moody's (MCO) stake by 23% in Q2 2026, buying an estimated $109K and bringing the position to 1,289 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #724.

Ashton Thomas Private Wealth first reported a position in MCO in Q2 2023 and has held it in 11 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,289 shares of Moody's worth $584K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 243 Moody's shares in Q2 2026, an estimated $109K.
  • Moody's made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #724 holding.
  • Ashton Thomas Private Wealth first reported a position in Moody's in Q2 2023 and has held it in 11 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.