BWP
MCO icon

BSW Wealth Partners’s Moody's MCO Stock Holding History

BSW Wealth Partners’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 		$277K Buy
612
+11
+2% +$4.94K 0.03% 269
2026
Q1 		$262K Sell
601
-549
-48% -$260K 0.03% 268
2025
Q4 		$588K Buy
1,150
+8
+0.7% +$3.9K 0.07% 159
2025
Q3 		$544K Buy
1,142
+48
+4% +$24.2K 0.07% 165
2025
Q2 		$549K Buy
1,094
+11
+1% +$5.09K 0.08% 149
2025
Q1 		$504K Sell
1,083
-17
-2% -$8.19K 0.08% 152
2024
Q4 		$521K Buy
1,100
+77
+8% +$36.7K 0.08% 155
2024
Q3 		$485K Sell
1,023
-29
-3% -$13.4K 0.07% 160
2024
Q2 		$443K Sell
1,052
-29
-3% -$11.5K 0.07% 148
2024
Q1 		$425K Buy
1,081
+292
+37% +$113K 0.07% 159
2023
Q4 		$308K Buy
789
+8
+1% +$2.78K 0.06% 200
2023
Q3 		$247K Buy
781
+16
+2% +$5.44K 0.06% 207
2023
Q2 		$266K Buy
765
+5
+0.7% +$1.58K 0.06% 205
2023
Q1 		$233K Sell
760
-26
-3% -$7.86K 0.05% 268
2022
Q4 		$219K Buy
+786
New +$215K 0.05% 263

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

BSW Wealth Partners's MCO Position: Q2 2026 in Review

BSW Wealth Partners increased its Moody's (MCO) stake by 1.8% in Q2 2026, buying an estimated $4.94K and bringing the position to 612 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #269.

BSW Wealth Partners first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $588K in Q4 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • BSW Wealth Partners held 612 shares of Moody's worth $277K as of Q2 2026.
  • BSW Wealth Partners bought 11 Moody's shares in Q2 2026, an estimated $4.94K.
  • Moody's made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • BSW Wealth Partners first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's Moody's position peaked at $588K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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