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

Elevation 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 		$18.1K Buy
40
+24
+150% +$10.8K 0.01% 618
2026
Q1 		$6.98K Buy
16
+1
+7% +$473 ﹤0.01% 603
2025
Q4 		$7.66K Buy
15
+4
+36% +$1.95K ﹤0.01% 536
2025
Q3 		$5.24K Buy
+11
New +$5.54K ﹤0.01% 471

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Elevation Wealth Partners increased its Moody's (MCO) stake by 150% in Q2 2026, buying an estimated $10.8K and bringing the position to 40 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #618.

Elevation Wealth Partners first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Elevation Wealth Partners held 40 shares of Moody's worth $18.1K as of Q2 2026.
  • Elevation Wealth Partners bought 24 Moody's shares in Q2 2026, an estimated $10.8K.
  • Moody's made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #618 holding.
  • Elevation Wealth Partners first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.