Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$899,046
+$29,600 QoQ
Shares Held
1,985
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#738
of 1,408 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Circle Wealth Management, LLC holds $2,425,863 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,963 | $1,526,817 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,985 | $899,046 |
All Filings in MCO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,046 | 1,985 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $869,446 | 1,993 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,044,688 | 2,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $968,683 | 2,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $707,743 | 1,411 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $674,319 | 1,448 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $685,439 | 1,448 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $679,138 | 1,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $651,599 | 1,548 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $650,464 | 1,655 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $600,681 | 1,538 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $441,373 | 1,396 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $482,983 | 1,389 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $425,061 | 1,389 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $387,003 | 1,389 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||