HWP
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Highline Wealth Partners’s Moody's MCO Stock Holding History

Highline 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 		$8.2K Sell
18
-14
-44% -$6.29K ﹤0.01% 693
2026
Q1 		$14K Buy
32
+1
+3% +$473 ﹤0.01% 375
2025
Q4 		$15.9K Buy
31
+14
+82% +$6.83K ﹤0.01% 303
2025
Q3 		$8.13K Hold
17
– – ﹤0.01% 452
2025
Q2 		$8.55K Buy
17
+4
+31% +$1.85K ﹤0.01% 355
2025
Q1 		$6.07K Buy
13
+1
+8% +$482 ﹤0.01% 385
2024
Q4 		$5.69K Sell
12
-1
-8% -$477 ﹤0.01% 322
2024
Q3 		$6.17K Buy
13
+6
+86% +$2.78K ﹤0.01% 314
2024
Q2 		$2.95K Buy
7
+1
+17% +$398 ﹤0.01% 341
2024
Q1 		$2.36K Hold
6
– – ﹤0.01% 316
2023
Q4 		$2.34K Hold
6
– – ﹤0.01% 290
2023
Q3 		$1.9K Hold
6
– – ﹤0.01% 277
2023
Q2 		$2.09K Hold
6
– – ﹤0.01% 224
2023
Q1 		$1.84K Hold
6
– – ﹤0.01% 231
2022
Q4 		$1.67K Hold
6
– – ﹤0.01% 231
2022
Q3 		$1.46K Buy
+6
New +$1.74K ﹤0.01% 231

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

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

Highline Wealth Partners reduced its Moody's (MCO) stake by 44% in Q2 2026, selling an estimated $6.29K and leaving 18 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Highline Wealth Partners first reported a position in MCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.9K in Q4 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Highline Wealth Partners held 18 shares of Moody's worth $8.2K as of Q2 2026.
  • Highline Wealth Partners sold 14 Moody's shares in Q2 2026, an estimated $6.29K.
  • Moody's made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #693 holding.
  • Highline Wealth Partners first reported a position in Moody's in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Moody's position peaked at $15.9K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.