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True Wealth Design’s Moody's MCO Stock Holding History

True Wealth Design’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 		$124K Buy
273
+46
+20% +$20.7K 0.03% 199
2026
Q1 		$99K Buy
227
+185
+440% +$87.5K 0.03% 222
2025
Q4 		$21.5K Sell
42
-5
-11% -$2.44K 0.01% 584
2025
Q3 		$22.4K Hold
47
– – 0.01% 567
2025
Q2 		$23.6K Buy
47
+38
+422% +$17.6K 0.01% 350
2025
Q1 		$4.19K Buy
+9
New +$4.34K ﹤0.01% 742

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

True Wealth Design's MCO Position: Q2 2026 in Review

True Wealth Design increased its Moody's (MCO) stake by 20% in Q2 2026, buying an estimated $20.7K and bringing the position to 273 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #199.

True Wealth Design first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • True Wealth Design held 273 shares of Moody's worth $124K as of Q2 2026.
  • True Wealth Design bought 46 Moody's shares in Q2 2026, an estimated $20.7K.
  • Moody's made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #199 holding.
  • True Wealth Design first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • 248 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.