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Sax Wealth Advisors’s Moody's MCO Stock Holding History

Sax Wealth Advisors’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 		$263K Sell
602
-12
-2% -$5.39K 0.01% 470
2026
Q1 		$314K Hold
614
– – 0.02% 373
2025
Q4 		$314K Buy
614
+33
+6% +$16.1K 0.01% 383
2025
Q3 		$277K Buy
581
+10
+2% +$5.04K 0.01% 365
2025
Q2 		$287K Buy
+571
New +$264K 0.02% 347

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

Sax Wealth Advisors's MCO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Moody's (MCO) stake by 2% in Q2 2026, selling an estimated $5.39K and leaving 602 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #470.

Sax Wealth Advisors first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $314K in Q1 2026. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sax Wealth Advisors held 602 shares of Moody's worth $263K as of Q2 2026.
  • Sax Wealth Advisors sold 12 Moody's shares in Q2 2026, an estimated $5.39K.
  • Moody's made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #470 holding.
  • Sax Wealth Advisors first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's Moody's position peaked at $314K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.