WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MCO — Moodys Corp /De/
CIK 1632972
PLYMOUTH, MN
Position in MCO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,549,622
+$3,019,812 QoQ
Shares Held
54,203
+9.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#194
of 1,401 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
|
10,788 | $6,041,711 |
All Filings in MCO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,549,622 | 54,203 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,529,810 | 49,352 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,072,384 | 27,547 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $11,006,688 | 23,100 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,677,015 | 23,280 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,492,927 | 22,532 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,119,484 | 15,040 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,745,425 | 9,999 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,239,186 | 10,071 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,057,248 | 10,323 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,108,300 | 10,519 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,861,700 | 12,214 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $350,154 | 1,007 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $332,643 | 1,087 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||