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

Innova 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 		$300K Buy
663
+6
+0.9% +$2.69K 0.12% 136
2026
Q1 		$286K Buy
657
+226
+52% +$107K 0.14% 123
2025
Q4 		$220K Buy
+431
New +$210K 0.11% 137
2025
Q3 		– Sell
-407
Closed -$204K – 131
2025
Q2 		$204K Buy
+407
New +$189K 0.12% 103

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

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

Innova Wealth Partners increased its Moody's (MCO) stake by 0.91% in Q2 2026, buying an estimated $2.69K and bringing the position to 663 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #136.

Innova Wealth Partners first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Innova Wealth Partners held 663 shares of Moody's worth $300K as of Q2 2026.
  • Innova Wealth Partners bought 6 Moody's shares in Q2 2026, an estimated $2.69K.
  • Moody's made up 0.12% of Innova Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Innova Wealth Partners first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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