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Trust Point Inc’s Moody's MCO Stock Holding History

Trust Point Inc’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 		$271K Buy
598
+51
+9% +$22.9K 0.02% 369
2026
Q1 		$239K Buy
547
+29
+6% +$13.7K 0.02% 459
2025
Q4 		$265K Buy
518
+67
+15% +$32.7K 0.02% 403
2025
Q3 		$215K Buy
+451
New +$227K 0.02% 452
2025
Q1 		– Sell
-563
Closed -$267K – 521
2024
Q4 		$267K Buy
563
+39
+7% +$18.6K 0.02% 463
2024
Q3 		$249K Buy
524
+16
+3% +$7.42K 0.02% 440
2024
Q2 		$214K Sell
508
-63
-11% -$25.1K 0.02% 469
2024
Q1 		$224K Buy
571
+22
+4% +$8.48K 0.02% 480
2023
Q4 		$214K Buy
+549
New +$191K 0.02% 470

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Trust Point Inc's MCO Position: Q2 2026 in Review

Trust Point Inc increased its Moody's (MCO) stake by 9.3% in Q2 2026, buying an estimated $22.9K and bringing the position to 598 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #369.

Trust Point Inc first reported a position in MCO in Q4 2023 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Trust Point Inc held 598 shares of Moody's worth $271K as of Q2 2026.
  • Trust Point Inc bought 51 Moody's shares in Q2 2026, an estimated $22.9K.
  • Moody's made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #369 holding.
  • Trust Point Inc first reported a position in Moody's in Q4 2023 and has held it in 9 quarters since.
  • 229 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.