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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
Q3 		$616K Buy
1,357
+79
+6% +$38.3K 0.14% 221
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Legacy Wealth Asset Management's MCO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Moody's (MCO) stake by 6.2% in Q3 2026, buying an estimated $38.3K and bringing the position to 1,357 shares worth $616K. The position accounts for 0.14% of the portfolio, ranked #221.

Legacy Wealth Asset Management first reported a position in MCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $630K in Q4 2025. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Legacy Wealth Asset Management held 1,357 shares of Moody's worth $616K as of Q3 2026.
  • Legacy Wealth Asset Management bought 79 Moody's shares in Q3 2026, an estimated $38.3K.
  • Moody's made up 0.14% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #221 holding.
  • Legacy Wealth Asset Management first reported a position in Moody's in Q3 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's Moody's position peaked at $630K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.