Root Financial Partners
MCO icon

Root Financial Partners’s Moody's MCO Stock Holding History

Root Financial Partners’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 		$159K Buy
+351
New +$170K 0.01% 531
2026
Q2 		– Sell
-170
Closed -$74.2K – 2033
2026
Q1 		$74.2K Sell
170
-49
-22% -$23.2K ﹤0.01% 701
2025
Q4 		$112K Buy
219
+40
+22% +$19.5K 0.01% 429
2025
Q3 		$85.4K Buy
+179
New +$90.2K 0.01% 490

Other funds holding MCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's MCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Moody's (MCO) in Q3 2026: 351 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MCO as recently as Q1 2026.

Root Financial Partners first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Root Financial Partners held 351 shares of Moody's worth $159K as of Q3 2026.
  • Moody's was a new Root Financial Partners position in Q3 2026.
  • Moody's made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #531 holding.
  • Root Financial Partners first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.