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Sagespring Wealth Partners’s Moody's MCO Stock Holding History

Sagespring Wealth 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
Q1 		$855K Buy
1,960
+151
+8% +$71.4K 0.02% 360
2025
Q4 		$924K Buy
1,809
+271
+18% +$132K 0.02% 324
2025
Q3 		$733K Sell
1,538
-29
-2% -$14.6K 0.01% 367
2025
Q2 		$786K Buy
1,567
+424
+37% +$196K 0.02% 339
2025
Q1 		$532K Buy
1,143
+204
+22% +$98.3K 0.01% 371
2024
Q4 		$445K Buy
+939
New +$448K 0.01% 375

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sagespring Wealth Partners's MCO Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Moody's (MCO) stake by 8.3% in Q1 2026, buying an estimated $71.4K and bringing the position to 1,960 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #360.

Sagespring Wealth Partners first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $924K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Sagespring Wealth Partners held 1,960 shares of Moody's worth $855K as of Q1 2026.
  • Sagespring Wealth Partners bought 151 Moody's shares in Q1 2026, an estimated $71.4K.
  • Moody's made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #360 holding.
  • Sagespring Wealth Partners first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Moody's position peaked at $924K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.