SWM
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Spire Wealth Management’s Moody's MCO Stock Holding History

Spire 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 		$12K Buy
27
+1
+4% +$449 ﹤0.01% 1593
2026
Q1 		$11.1K Sell
26
-197
-88% -$93.2K ﹤0.01% 1581
2025
Q4 		$114K Buy
223
+192
+619% +$93.7K ﹤0.01% 950
2025
Q3 		$14.5K Sell
31
-62
-67% -$31.3K ﹤0.01% 1627
2025
Q2 		$46.6K Sell
93
-4,842
-98% -$2.24M ﹤0.01% 1221
2025
Q1 		$2.3M Sell
4,935
-283
-5% -$136K 0.07% 247
2024
Q4 		$2.47M Buy
5,218
+5,132
+5,967% +$2.45M 0.08% 218
2024
Q3 		$40.8K Sell
86
-1
-1% -$463 ﹤0.01% 1198
2024
Q2 		$36.6K Sell
87
-20
-19% -$7.96K ﹤0.01% 1228
2024
Q1 		$42.2K Buy
107
+4
+4% +$1.54K ﹤0.01% 1276
2023
Q4 		$39.8K Buy
103
+1
+1% +$348 ﹤0.01% 1284
2023
Q3 		$32.3K Sell
102
-7,195
-99% -$2.45M ﹤0.01% 1334
2023
Q2 		$2.54M Buy
7,297
+7,122
+4,070% +$2.26M 0.09% 200
2023
Q1 		$53.6K Sell
175
-41
-19% -$12.4K ﹤0.01% 1174
2022
Q4 		$60K Buy
216
+18
+9% +$4.92K ﹤0.01% 925
2022
Q3 		$48K Sell
198
-24
-11% -$6.97K ﹤0.01% 966
2022
Q2 		$60K Buy
222
+6
+3% +$1.79K ﹤0.01% 1218
2022
Q1 		$73K Sell
216
-405
-65% -$136K ﹤0.01% 1300
2021
Q4 		$243K Buy
621
+411
+196% +$159K 0.01% 1009
2021
Q3 		$75K Sell
210
-17
-7% -$6.41K ﹤0.01% 1308
2021
Q2 		$82K Sell
227
-412
-64% -$137K ﹤0.01% 1268
2021
Q1 		$193K Buy
+639
New +$180K 0.01% 1086

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

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

Spire Wealth Management increased its Moody's (MCO) stake by 3.8% in Q2 2026, buying an estimated $449 and bringing the position to 27 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Spire Wealth Management first reported a position in MCO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.54M in Q2 2023. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Spire Wealth Management held 27 shares of Moody's worth $12K as of Q2 2026.
  • Spire Wealth Management bought 1 Moody's share in Q2 2026, an estimated $449.
  • Moody's made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1593 holding.
  • Spire Wealth Management first reported a position in Moody's in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Moody's position peaked at $2.54M in Q2 2023.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.