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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
Q2 		$1.1M Buy
2,428
+468
+24% +$210K 0.02% 324
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sagespring Wealth Partners's MCO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Moody's (MCO) stake by 24% in Q2 2026, buying an estimated $210K and bringing the position to 2,428 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #324.

Sagespring Wealth Partners first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sagespring Wealth Partners held 2,428 shares of Moody's worth $1.1M as of Q2 2026.
  • Sagespring Wealth Partners bought 468 Moody's shares in Q2 2026, an estimated $210K.
  • Moody's made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Sagespring Wealth Partners first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.