Facet Wealth Inc
MCO icon

Facet Wealth Inc’s Moody's MCO Stock Holding History

Facet Wealth Inc’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 		$404K Buy
889
+341
+62% +$165K 0.01% 286
2026
Q2 		$248K Buy
+548
New +$246K ﹤0.01% 345
2026
Q1 		– Sell
-452
Closed -$234K – 360
2025
Q4 		$234K Buy
452
+14
+3% +$6.83K ﹤0.01% 264
2025
Q3 		$209K Hold
438
– – ﹤0.01% 211
2025
Q2 		$226K Buy
+438
New +$203K 0.01% 165

Other funds holding MCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Facet Wealth Inc's MCO Position: Q3 2026 in Review

Facet Wealth Inc increased its Moody's (MCO) stake by 62% in Q3 2026, buying an estimated $165K and bringing the position to 889 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #286.

Facet Wealth Inc first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Facet Wealth Inc held 889 shares of Moody's worth $404K as of Q3 2026.
  • Facet Wealth Inc bought 341 Moody's shares in Q3 2026, an estimated $165K.
  • Moody's made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #286 holding.
  • Facet Wealth Inc first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.