Elevation Wealth Partners
MCO icon

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
Q3 		$15.9K Sell
35
-5
-13% -$2.43K ﹤0.01% 747
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

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Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Elevation Wealth Partners's MCO Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Moody's (MCO) stake by 13% in Q3 2026, selling an estimated $2.43K and leaving 35 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Elevation Wealth Partners first reported a position in MCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.1K in Q2 2026. 581 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Elevation Wealth Partners held 35 shares of Moody's worth $15.9K as of Q3 2026.
  • Elevation Wealth Partners sold 5 Moody's shares in Q3 2026, an estimated $2.43K.
  • Moody's made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #747 holding.
  • Elevation Wealth Partners first reported a position in Moody's in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Moody's position peaked at $18.1K in Q2 2026.
  • 581 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.