Bar Harbor Wealth Management’s Moody's MCO Stock Holding History

Bar Harbor 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	$460K	Sell	1,015 -50	-5%	-$22.5K	0.02%	190
2026 Q1	$465K	Hold	1,065	–	–	0.03%	188
2025 Q4	$544K	Sell	1,065 -145	-12%	-$70.7K	0.03%	183
2025 Q3	$577K	Hold	1,210	–	–	0.03%	179
2025 Q2	$607K	Sell	1,210 -96	-7%	-$44.5K	0.04%	170
2025 Q1	$608K	Sell	1,306 -15	-1%	-$7.23K	0.04%	167
2024 Q4	$625K	Sell	1,321 -5	-0.4%	-$2.39K	0.04%	165
2024 Q3	$629K	Hold	1,326	–	–	0.04%	176
2024 Q2	$558K	Hold	1,326	–	–	0.04%	177
2024 Q1	$521K	Sell	1,326 -57	-4%	-$22K	0.03%	182
2023 Q4	$540K	Sell	1,383 -105	-7%	-$36.5K	0.04%	177
2023 Q3	$470K	Hold	1,488	–	–	0.04%	185
2023 Q2	$517K	Hold	1,488	–	–	0.04%	182
2023 Q1	$455K	Hold	1,488	–	–	0.04%	184
2022 Q4	$415K	Buy	+1,488	New	+$407K	0.03%	197
2022 Q3	–	Sell	-737	Closed	-$200K	–	259
2022 Q2	$200K	Sell	737 -28	-4%	-$8.38K	0.02%	255
2022 Q1	$258K	Hold	765	–	–	0.02%	207
2021 Q4	$299K	Sell	765 -100	-12%	-$38.6K	0.03%	196
2021 Q3	$307K	Sell	865 -60	-6%	-$22.6K	0.03%	188
2021 Q2	$336K	Hold	925	–	–	0.03%	192
2021 Q1	$277K	Hold	925	–	–	0.03%	210
2020 Q4	$269K	Hold	925	–	–	0.03%	206
2020 Q3	$268K	Sell	925 -25	-3%	-$7.14K	0.03%	199
2020 Q2	$261K	Sell	950 -20	-2%	-$5.08K	0.03%	202
2020 Q1	$205K	Sell	970 -1	-0.1%	-$243	0.03%	227
2019 Q4	$231K	Buy	+971	New	+$216K	0.03%	272

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Bar Harbor Wealth Management's MCO Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Moody's (MCO) stake by 4.7% in Q2 2026, selling an estimated $22.5K and leaving 1,015 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #190.

Bar Harbor Wealth Management first reported a position in MCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $629K in Q3 2024. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Bar Harbor Wealth Management held 1,015 shares of Moody's worth $460K as of Q2 2026.
Bar Harbor Wealth Management sold 50 Moody's shares in Q2 2026, an estimated $22.5K.
Moody's made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #190 holding.
Bar Harbor Wealth Management first reported a position in Moody's in Q4 2019 and has held it in 26 quarters since.
Bar Harbor Wealth Management's Moody's position peaked at $629K in Q3 2024.
193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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