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Syntegra Private Wealth Group’s Moody's MCO Stock Holding History

Syntegra Private Wealth Group’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 		$3.12M Sell
6,883
-54
-0.8% -$24.3K 0.24% 36
2026
Q1 		$3.03M Sell
6,937
-60
-0.9% -$28.4K 0.29% 37
2025
Q4 		$3.57M Buy
6,997
+10
+0.1% +$4.88K 0.33% 35
2025
Q3 		$3.33M Hold
6,987
– – 0.31% 36
2025
Q2 		$3.5M Buy
6,987
+77
+1% +$35.7K 0.36% 30
2025
Q1 		$3.22M Buy
6,910
+2
+0% +$964 0.38% 27
2024
Q4 		$3.27M Hold
6,908
– – 0.37% 26
2024
Q3 		$3.28M Hold
6,908
– – 0.38% 25
2024
Q2 		$2.91M Buy
6,908
+141
+2% +$56.1K 0.37% 25
2024
Q1 		$2.66M Hold
6,767
– – 0.34% 25
2023
Q4 		$2.64M Buy
6,767
+20
+0.3% +$6.95K 0.37% 25
2023
Q3 		$2.13M Sell
6,747
-65
-1% -$22.1K 0.34% 28
2023
Q2 		$2.37M Buy
6,812
+3
+0% +$951 0.36% 27
2023
Q1 		$2.08M Hold
6,809
– – 0.37% 29
2022
Q4 		$1.9M Buy
+6,809
New +$1.86M 0.38% 27

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

Syntegra Private Wealth Group's MCO Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Moody's (MCO) stake by 0.78% in Q2 2026, selling an estimated $24.3K and leaving 6,883 shares worth $3.12M. The position accounts for 0.24% of the portfolio, ranked #36.

Syntegra Private Wealth Group first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.57M in Q4 2025. 277 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Syntegra Private Wealth Group held 6,883 shares of Moody's worth $3.12M as of Q2 2026.
  • Syntegra Private Wealth Group sold 54 Moody's shares in Q2 2026, an estimated $24.3K.
  • Moody's made up 0.24% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #36 holding.
  • Syntegra Private Wealth Group first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Moody's position peaked at $3.57M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.