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Legacy Wealth Asset Management’s Moody's MCO Stock Holding History

Legacy Wealth Asset Management’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 		$579K Buy
1,278
+15
+1% +$6.74K 0.13% 239
2026
Q1 		$551K Buy
1,263
+29
+2% +$13.7K 0.13% 244
2025
Q4 		$630K Buy
1,234
+58
+5% +$28.3K 0.15% 216
2025
Q3 		$560K Buy
+1,176
New +$593K 0.14% 237

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

Legacy Wealth Asset Management's MCO Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Moody's (MCO) stake by 1.2% in Q2 2026, buying an estimated $6.74K and bringing the position to 1,278 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #239.

Legacy Wealth Asset Management first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $630K in Q4 2025. 285 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Legacy Wealth Asset Management held 1,278 shares of Moody's worth $579K as of Q2 2026.
  • Legacy Wealth Asset Management bought 15 Moody's shares in Q2 2026, an estimated $6.74K.
  • Moody's made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #239 holding.
  • Legacy Wealth Asset Management first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Asset Management's Moody's position peaked at $630K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.