BSW Wealth Partners

Position in MCO — Moodys Corp /De/

CIK 1512601 BOULDER, CO

Position in MCO

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

Position Value

$277,187

+$15,001 QoQ

Shares Held

612

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,044

of 1,401 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,145,490 across 5 Financial Data & Stock Exchanges names. MCO ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	3,249	$717,476
2	SPGI	S&P Global Inc.	1,620	$590,661
3	CBOE	Cboe Global Markets, Inc.	1,313	$318,625
4	MCO	Moodys Corp /De/ This page	612	$277,187
5	ICE	Intercontinental Exchange, Inc.	1,962	$241,541

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,187	612	+1.8%	Shares	Sole	2026-07-15
2026-03-31	$262,186	601	-47.7%	Shares	Sole	2026-04-14
2025-12-31	$587,477	1,150	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$544,140	1,142	+4.4%	Shares	Sole	2025-10-15
2025-06-30	$548,739	1,094	+1.0%	Shares	Sole	2025-07-18
2025-03-31	$504,342	1,083	-1.5%	Shares	Sole	2025-04-24
2024-12-31	$520,707	1,100	+7.5%	Shares	Sole	2025-01-22
2024-09-30	$485,505	1,023	-2.8%	Shares	Sole	2024-10-29
2024-06-30	$442,818	1,052	-2.7%	Shares	Sole	2024-07-16
2024-03-31	$424,865	1,081	+37.0%	Shares	Sole	2024-04-23
2023-12-31	$308,151	789	+1.0%	Shares	Sole	2024-01-25
2023-09-30	$246,928	781	+2.1%	Shares	Sole	2023-10-27
2023-06-30	$266,005	765	+0.7%	Shares	Sole	2023-08-11
2023-03-31	$232,575	760	-3.3%	Shares	Sole	2023-05-15
2022-12-31	$218,995	786	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.