Smartleaf Asset Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Hold
3,300
0.05% 335
2026
Q1
$1.43M Sell
3,300
-199
-6% -$94.1K 0.05% 323
2025
Q4
$1.8M Buy
3,499
+488
+16% +$238K 0.07% 257
2025
Q3
$1.45M Buy
3,011
+721
+31% +$363K 0.09% 244
2025
Q2
$1.12M Sell
2,290
-262
-10% -$121K 0.1% 232
2025
Q1
$1.18M Buy
2,552
+439
+21% +$212K 0.11% 202
2024
Q4
$1M Buy
2,113
+178
+9% +$85K 0.1% 215
2024
Q3
$917K Buy
1,935
+511
+36% +$237K 0.11% 206
2024
Q2
$598K Buy
1,424
+450
+46% +$179K 0.1% 230
2024
Q1
$380K Buy
974
+282
+41% +$109K 0.07% 248
2023
Q4
$268K Buy
+692
New +$240K 0.07% 273

Other funds holding MCO

Smartleaf Asset Management's MCO Position: Q2 2026 in Review

Smartleaf Asset Management held its Moody's (MCO) position steady in Q2 2026 at 3,300 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #335.

Smartleaf Asset Management first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Smartleaf Asset Management held 3,300 shares of Moody's worth $1.49M as of Q2 2026.
  • Smartleaf Asset Management left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #335 holding.
  • Smartleaf Asset Management first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Moody's position peaked at $1.8M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.