BAR HARBOR WEALTH MANAGEMENT

Position in MCO — Moodys Corp /De/

CIK 1035463 CONCORD, NH

Position in MCO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$459,713

-$4,893 QoQ

Shares Held

1,015

-4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#903

of 1,401 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $4,117,554 across 3 Financial Data & Stock Exchanges names. MCO ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	24,404	$3,004,376
2	SPGI	S&P Global Inc.	1,793	$653,465
3	MCO	Moodys Corp /De/ This page	1,015	$459,713

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,713	1,015	-4.7%	Shares	Defined	2026-07-15
2026-03-31	$464,606	1,065	0.0%	Shares	Defined	2026-04-17
2025-12-31	$544,055	1,065	-12.0%	Shares	Defined	2026-01-22
2025-09-30	$576,540	1,210	0.0%	Shares	Defined	2025-10-15
2025-06-30	$606,923	1,210	-7.4%	Shares	Defined	2025-07-23
2025-03-31	$608,191	1,306	-1.1%	Shares	Defined	2025-04-16
2024-12-31	$625,321	1,321	-0.4%	Shares	Defined	2025-01-13
2024-09-30	$629,306	1,326	0.0%	Shares	Defined	2024-10-16
2024-06-30	$558,153	1,326	0.0%	Shares	Defined	2024-07-17
2024-03-31	$521,157	1,326	-4.1%	Shares	Defined	2024-04-24
2023-12-31	$540,144	1,383	-7.1%	Shares	Defined	2024-01-17
2023-09-30	$470,460	1,488	0.0%	Shares	Defined	2023-11-28
2023-06-30	$517,407	1,488	0.0%	Shares	Defined	2023-08-09
2023-03-31	$455,357	1,488	0.0%	Shares	Defined	2023-04-24
2022-12-31	$414,586	1,488	+101.9%	Shares	Defined	2023-06-09
2022-06-30	$200,441	737	-3.7%	Shares	Defined	2022-08-12
2022-03-31	$258,118	765	0.0%	Shares	Defined	2022-04-14
2021-12-31	$298,793	765	-11.6%	Shares	Defined	2022-01-28
2021-09-30	$307,170	865	-6.5%	Shares	Defined	2021-11-15
2021-06-30	$335,192	925	0.0%	Shares	Defined	2021-08-11
2021-03-31	$276,214	925	0.0%	Shares	Defined	2021-05-06
2020-12-31	$268,472	925	0.0%	Shares	Defined	2021-02-09
2020-09-30	$268,111	925	-2.6%	Shares	Defined	2020-11-02
2020-06-30	$260,993	950	-2.1%	Shares	Defined	2020-08-04
2020-03-31	$205,155	970	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.