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

Wealth Enhancement Trust 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 		$63.9K Buy
141
+39
+38% +$17.5K 0.01% 447
2026
Q1 		$44.5K Hold
102
– – 0.01% 472
2025
Q4 		$52.1K Buy
+102
New +$49.8K 0.01% 428

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Moody's (MCO) stake by 38% in Q2 2026, buying an estimated $17.5K and bringing the position to 141 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #447.

Wealth Enhancement Trust Services first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wealth Enhancement Trust Services held 141 shares of Moody's worth $63.9K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 39 Moody's shares in Q2 2026, an estimated $17.5K.
  • Moody's made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #447 holding.
  • Wealth Enhancement Trust Services first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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