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Unique Wealth Strategies’s Moody's MCO Stock Holding History

Unique Wealth Strategies’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 		– Sell
-1,327
Closed -$579K – 252
2026
Q1 		$579K Buy
1,327
+67
+5% +$31.7K 0.23% 120
2025
Q4 		$644K Buy
+1,260
New +$615K 0.25% 106
2024
Q4 		– Sell
-1,022
Closed -$485K – 223
2024
Q3 		$485K Sell
1,022
-152
-13% -$70.4K 0.2% 142
2024
Q2 		$461K Hold
1,174
– – 0.22% 143
2024
Q1 		$461K Buy
+1,174
New +$453K 0.23% 143

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

Unique Wealth Strategies's MCO Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Moody's (MCO) in Q2 2026, closing a stake of 1,327 shares — an estimated $579K sold.

Unique Wealth Strategies first reported a position in MCO in Q1 2024 and held it in 5 quarters. The position peaked at $644K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,327 Moody's shares in Q2 2026, an estimated $579K.
  • Unique Wealth Strategies first reported a position in Moody's in Q1 2024 and held it in 5 quarters.
  • Unique Wealth Strategies's Moody's position peaked at $644K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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