Position in MCO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,625,467
-$346,924 QoQ
Shares Held
3,726
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Arax Advisory Partners holds $20,154,025 across 11 Financial Data & Stock Exchanges names. MCO ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
36,238 | $10,702,893 | |
| 2 | SPGI |
S&P Global Inc.
|
6,667 | $2,835,741 | |
| 3 | FDS |
Factset Research Systems Inc
|
8,330 | $1,807,526 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
3,726 | $1,625,467 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
5,171 | $813,294 | |
| 6 | MSCI |
MSCI Inc.
|
1,499 | $807,975 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,636 | $740,900 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
5,784 | $491,003 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625,467 | 3,726 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,972,391 | 3,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,185,400 | 8,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,898,016 | 3,784 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,351,897 | 2,903 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,591,943 | 3,363 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,593,673 | 3,358 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,440,001 | 3,421 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $968,032 | 2,463 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,014,283 | 2,597 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $888,753 | 2,811 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $397,096 | 1,142 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $353,453 | 1,155 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $276,948 | 994 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $291,488 | 1,199 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $299,438 | 1,101 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $370,813 | 1,099 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $433,934 | 1,111 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $393,106 | 1,107 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $358,746 | 990 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $227,257 | 783 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $225,213 | 777 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $205,498 | 748 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $81,004 | 383 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||