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Global Wealth Strategies & Associates’s Moody's MCO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-25
Closed -$10.9K – 298
2026
Q1 		$10.9K Hold
25
– – ﹤0.01% 304
2025
Q4 		$12.8K Hold
25
– – ﹤0.01% 285
2025
Q3 		$11.9K Hold
25
– – ﹤0.01% 269
2025
Q2 		$12.5K Hold
25
– – ﹤0.01% 205
2025
Q1 		$11.6K Buy
+25
New +$12K ﹤0.01% 243

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
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Global Wealth Strategies & Associates's MCO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Moody's (MCO) in Q2 2026, closing a stake of 25 shares — an estimated $10.9K sold.

Global Wealth Strategies & Associates first reported a position in MCO in Q1 2025 and held it in 5 quarters. The position peaked at $12.8K in Q4 2025. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 25 Moody's shares in Q2 2026, an estimated $10.9K.
  • Global Wealth Strategies & Associates first reported a position in Moody's in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Moody's position peaked at $12.8K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.