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Nova Wealth Management’s Moody's MCO Stock Holding History

Nova Wealth 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 		– Sell
-12
Closed -$5.24K – 601
2026
Q1 		$5.24K Hold
12
– – ﹤0.01% 429
2025
Q4 		$6.13K Hold
12
– – ﹤0.01% 400
2025
Q3 		$5.72K Sell
12
-3
-20% -$1.51K ﹤0.01% 400
2025
Q2 		$7.61K Buy
+15
New +$6.95K 0.01% 393

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

Nova Wealth Management's MCO Position: Q2 2026 in Review

Nova Wealth Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 12 shares — an estimated $5.24K sold.

Nova Wealth Management first reported a position in MCO in Q2 2025 and held it in 4 quarters. The position peaked at $7.61K in Q2 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Nova Wealth Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 12 Moody's shares in Q2 2026, an estimated $5.24K.
  • Nova Wealth Management first reported a position in Moody's in Q2 2025 and held it in 4 quarters.
  • Nova Wealth Management's Moody's position peaked at $7.61K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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