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

Nvest 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 		$2.27K Buy
5
+2
+67% +$898 ﹤0.01% 187
2026
Q1 		$1.31K Buy
+3
New +$1.42K ﹤0.01% 202

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Nvest Wealth Strategies increased its Moody's (MCO) stake by 67% in Q2 2026, buying an estimated $898 and bringing the position to 5 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Nvest Wealth Strategies first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Nvest Wealth Strategies held 5 shares of Moody's worth $2.27K as of Q2 2026.
  • Nvest Wealth Strategies bought 2 Moody's shares in Q2 2026, an estimated $898.
  • Moody's made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #187 holding.
  • Nvest Wealth Strategies first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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