E. Ohman J:or Asset Management’s Moody's MCO Stock Holding History

E. Ohman J:or Asset 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	$2.5M	Sell	5,514 -530	-9%	-$238K	0.06%	164
2026 Q1	$2.64M	Buy	6,044 +440	+8%	+$208K	0.07%	151
2025 Q4	$2.86M	Sell	5,604 -1,439	-20%	-$702K	0.07%	137
2025 Q3	$3.36M	Buy	7,043 +400	+6%	+$202K	0.08%	118
2025 Q2	$3.33M	Sell	6,643 -387	-6%	-$179K	0.08%	114
2025 Q1	$3.27M	Sell	7,030 -200	-3%	-$96.4K	0.09%	117
2024 Q4	$3.42M	Buy	7,230 +780	+12%	+$372K	0.08%	117
2024 Q3	$3.06M	Sell	6,450 -500	-7%	-$232K	0.08%	116
2024 Q2	$2.93M	Sell	6,950 -724	-9%	-$288K	0.07%	123
2024 Q1	$3.02M	Buy	7,674 +1,074	+16%	+$414K	0.08%	122
2023 Q4	$2.58M	Sell	6,600 -1,100	-14%	-$382K	0.09%	108
2023 Q3	$2.43M	Hold	7,700	–	–	0.09%	115
2023 Q2	$2.68M	Hold	7,700	–	–	0.1%	117
2023 Q1	$2.36M	Buy	7,700 +600	+8%	+$181K	0.09%	126
2022 Q4	$1.98M	Hold	7,100	–	–	0.09%	136
2022 Q3	$1.73M	Hold	7,100	–	–	0.08%	146
2022 Q2	$1.93M	Sell	7,100 -1,100	-13%	-$329K	0.08%	140
2022 Q1	$2.77M	Hold	8,200	–	–	0.09%	125
2021 Q4	$3.2M	Buy	8,200 +600	+8%	+$231K	0.09%	138
2021 Q3	$2.7M	Hold	7,600	–	–	0.08%	139
2021 Q2	$2.75M	Buy	7,600 +1,300	+21%	+$433K	0.09%	140
2021 Q1	$1.88M	Sell	6,300 -1,000	-14%	-$282K	0.07%	161
2020 Q4	$2.12M	Buy	7,300 +100	+1%	+$28K	0.09%	130
2020 Q3	$2.09M	Buy	7,200 +700	+11%	+$200K	0.1%	118
2020 Q2	$1.79M	Buy	6,500 +600	+10%	+$152K	0.1%	117
2020 Q1	$1.25M	Sell	5,900 -2,700	-31%	-$656K	0.09%	122
2019 Q4	$2.04M	Buy	8,600 +4,300	+100%	+$956K	0.11%	117
2019 Q3	$881K	Sell	4,300 -2,900	-40%	-$608K	0.06%	182
2019 Q2	$1.41M	Buy	7,200 +2,400	+50%	+$455K	0.09%	127
2019 Q1	$869K	Hold	4,800	–	–	0.06%	169
2018 Q4	$672K	Sell	4,800 -3,000	-38%	-$453K	0.05%	187
2018 Q3	$1.3M	Buy	7,800 +700	+10%	+$123K	0.08%	146
2018 Q2	$1.21M	Buy	7,100 +1,900	+37%	+$322K	0.09%	144
2018 Q1	$839K	Sell	5,200 -200	-4%	-$32.4K	0.07%	173
2017 Q4	$797K	Buy	5,400 +900	+20%	+$132K	0.06%	188
2017 Q3	$626K	Hold	4,500	–	–	0.06%	218
2017 Q2	$548K	Hold	4,500	–	–	0.06%	230
2017 Q1	$504K	Buy	4,500 +800	+22%	+$85.8K	0.06%	247
2016 Q4	$349K	Hold	3,700	–	–	0.05%	275
2016 Q3	$401K	Hold	3,700	–	–	0.06%	235
2016 Q2	$347K	Hold	3,700	–	–	0.06%	242
2016 Q1	$357K	Hold	3,700	–	–	0.06%	218
2015 Q4	$371K	Hold	3,700	–	–	0.07%	218
2015 Q3	$363K	Hold	3,700	–	–	0.1%	199
2015 Q2	$399K	Hold	3,700	–	–	0.09%	206
2015 Q1	$384K	Hold	3,700	–	–	0.09%	227
2014 Q4	$358K	Sell	3,700 -1,000	-21%	-$97K	0.09%	234
2014 Q3	$444K	Hold	4,700	–	–	0.11%	188
2014 Q2	$412K	Hold	4,700	–	–	0.1%	202
2014 Q1	$373K	Hold	4,700	–	–	0.09%	234
2013 Q4	$368K	Hold	4,700	–	–	0.09%	247
2013 Q3	$331K	Hold	4,700	–	–	0.08%	260
2013 Q2	$286K	Buy	+4,700	New	+$285K	0.08%	268

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

E. Ohman J:or Asset Management's MCO Position: Q2 2026 in Review

E. Ohman J:or Asset Management reduced its Moody's (MCO) stake by 8.8% in Q2 2026, selling an estimated $238K and leaving 5,514 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #164.

E. Ohman J:or Asset Management first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.42M in Q4 2024. 838 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

E. Ohman J:or Asset Management held 5,514 shares of Moody's worth $2.5M as of Q2 2026.
E. Ohman J:or Asset Management sold 530 Moody's shares in Q2 2026, an estimated $238K.
Moody's made up 0.06% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #164 holding.
E. Ohman J:or Asset Management first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
E. Ohman J:or Asset Management's Moody's position peaked at $3.42M in Q4 2024.
838 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.