Wealth Enhancement Advisory Services
MCO icon

Wealth Enhancement Advisory Services’s Moody's MCO Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.3M Buy
54,203
+4,851
+10% +$2.18M 0.02% 542
2026
Q1 		$11.6M Buy
49,352
+21,805
+79% +$10.3M 0.02% 541
2025
Q4 		$14.9M Buy
27,547
+4,447
+19% +$2.17M 0.02% 563
2025
Q3 		$11.3M Sell
23,100
-180
-0.8% -$90.7K 0.02% 611
2025
Q2 		$11.8M Buy
23,280
+748
+3% +$346K 0.02% 580
2025
Q1 		$10.5M Buy
22,532
+7,492
+50% +$3.61M 0.02% 563
2024
Q4 		$7.12M Buy
15,040
+5,041
+50% +$2.41M 0.01% 675
2024
Q3 		$4.75M Sell
9,999
-72
-0.7% -$33.4K 0.01% 739
2024
Q2 		$4.24M Sell
10,071
-252
-2% -$100K 0.01% 731
2024
Q1 		$4.06M Sell
10,323
-196
-2% -$75.6K 0.01% 721
2023
Q4 		$4.11M Sell
10,519
-1,695
-14% -$589K 0.01% 661
2023
Q3 		$3.86M Buy
12,214
+11,207
+1,113% +$3.81M 0.01% 642
2023
Q2 		$350K Sell
1,007
-80
-7% -$25.4K ﹤0.01% 403
2023
Q1 		$333K Buy
+1,087
New +$328K ﹤0.01% 429
2019
Q2 		– Sell
-8,628
Closed -$1.63M – 233
2019
Q1 		$1.63M Buy
8,628
+2,299
+36% +$378K 0.09% 93
2018
Q4 		$1.01M Buy
+6,329
New +$955K 0.06% 119
2016
Q4 		– Sell
-14,527
Closed -$1.58M – 165
2016
Q3 		$1.58M Buy
14,527
+1,158
+9% +$122K 0.23% 62
2016
Q2 		$1.25M Buy
13,369
+1,565
+13% +$151K 0.23% 87
2016
Q1 		$1.13M Buy
11,804
+2,338
+25% +$210K 0.23% 83
2015
Q4 		$950K Buy
9,466
+1,243
+15% +$125K 0.24% 91
2015
Q3 		$809K Buy
8,223
+1,279
+18% +$136K 0.25% 88
2015
Q2 		$750K Buy
6,944
+3,058
+79% +$329K 0.23% 87
2015
Q1 		$403K Buy
+3,886
New +$375K 0.15% 104

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

Wealth Enhancement Advisory Services's MCO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Moody's (MCO) stake by 9.8% in Q2 2026, buying an estimated $2.18M and bringing the position to 54,203 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #542.

Wealth Enhancement Advisory Services first reported a position in MCO in Q1 2015 and has held it in 23 quarters since. The position peaked at $14.9M in Q4 2025. 197 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 54,203 shares of Moody's worth $14.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,851 Moody's shares in Q2 2026, an estimated $2.18M.
  • Moody's made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #542 holding.
  • Wealth Enhancement Advisory Services first reported a position in Moody's in Q1 2015 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Moody's position peaked at $14.9M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.