SWM
MCO icon

SHP Wealth Management’s Moody's MCO Stock Holding History

SHP Wealth Management’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 		$17.7K Buy
39
+11
+39% +$4.94K ﹤0.01% 821
2026
Q1 		$12.1K Buy
28
+1
+4% +$473 ﹤0.01% 850
2025
Q4 		$13.6K Buy
+27
New +$13.2K ﹤0.01% 761

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

SHP Wealth Management's MCO Position: Q2 2026 in Review

SHP Wealth Management increased its Moody's (MCO) stake by 39% in Q2 2026, buying an estimated $4.94K and bringing the position to 39 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

SHP Wealth Management first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • SHP Wealth Management held 39 shares of Moody's worth $17.7K as of Q2 2026.
  • SHP Wealth Management bought 11 Moody's shares in Q2 2026, an estimated $4.94K.
  • Moody's made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #821 holding.
  • SHP Wealth Management first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.