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

Curated 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 		$502K Buy
+63,894
New +$28.7M 0.06% 270

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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

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

Curated Wealth Partners opened a new position in Moody's (MCO) in Q2 2026: 63,894 shares worth $502K. The stake represents 0.06% of the portfolio and ranks #270 among its holdings.

432 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Curated Wealth Partners held 63,894 shares of Moody's worth $502K as of Q2 2026.
  • Moody's was a new Curated Wealth Partners position in Q2 2026.
  • Moody's made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #270 holding.
  • 432 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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