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Insight Wealth Strategies’s Moody's MCO Stock Holding History

Insight Wealth Strategies’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
-13,532
Closed -$5.9M – 196
2026
Q1 		$5.9M Buy
13,532
+3,057
+29% +$1.45M 0.66% 44
2025
Q4 		$5.35M Buy
10,475
+416
+4% +$203K 0.61% 44
2025
Q3 		$4.79M Buy
10,059
+117
+1% +$59K 0.56% 57
2025
Q2 		$5M Buy
9,942
+53
+0.5% +$24.5K 0.63% 38
2025
Q1 		$4.6M Sell
9,889
-16
-0.2% -$7.71K 0.62% 39
2024
Q4 		$4.69M Sell
9,905
-262
-3% -$125K 0.63% 38
2024
Q3 		$4.83M Buy
10,167
+40
+0.4% +$18.5K 0.64% 38
2024
Q2 		$4.26M Buy
10,127
+532
+6% +$212K 0.61% 37
2024
Q1 		$3.77M Buy
+9,595
New +$3.7M 0.55% 42

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Insight Wealth Strategies's MCO Position: Q2 2026 in Review

Insight Wealth Strategies sold out of Moody's (MCO) in Q2 2026, closing a stake of 13,532 shares — an estimated $5.9M sold.

Insight Wealth Strategies first reported a position in MCO in Q1 2024 and held it in 9 quarters. The position peaked at $5.9M in Q1 2026. 268 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Insight Wealth Strategies reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,532 Moody's shares in Q2 2026, an estimated $5.9M.
  • Insight Wealth Strategies first reported a position in Moody's in Q1 2024 and held it in 9 quarters.
  • Insight Wealth Strategies's Moody's position peaked at $5.9M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.