Ellevest, Inc.

Position in MCO — Moodys Corp /De/

CIK 1644128 NEW YORK, NY

Position in MCO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$657,186

+$162,043 QoQ

Shares Held

1,451

+27.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#801

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $2,933,011 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,517	$969,686
2	MCO	Moodys Corp /De/ This page	1,451	$657,186
3	CME	Cme Group Inc.	2,463	$543,904
4	MSCI	MSCI Inc.	835	$467,633
5	ICE	Intercontinental Exchange, Inc.	2,393	$294,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$657,186	1,451	+27.8%	Shares	Sole	2026-08-10
2026-03-31	$495,143	1,135	-4.3%	Shares	Sole	2026-05-11
2025-12-31	$605,868	1,186	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$564,628	1,185	-19.3%	Shares	Sole	2025-11-14
2025-06-30	$736,835	1,469	-7.1%	Shares	Sole	2025-08-05
2025-03-31	$736,255	1,581	-3.9%	Shares	Sole	2025-05-14
2024-12-31	$778,693	1,645	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$775,480	1,634	-3.3%	Shares	Sole	2024-11-13
2024-06-30	$711,371	1,690	+6.0%	Shares	Sole	2024-08-14
2024-03-31	$626,489	1,594	+2.0%	Shares	Sole	2024-05-13
2023-12-31	$610,054	1,562	-3.0%	Shares	Sole	2024-02-06
2023-09-30	$509,349	1,611	+8.9%	Shares	Sole	2023-11-09
2023-06-30	$514,277	1,479	+1.5%	Shares	Sole	2023-08-09
2023-03-31	$445,871	1,457	+32.8%	Shares	Sole	2023-05-04
2022-12-31	$305,646	1,097	+30.3%	Shares	Sole	2023-02-03
2022-09-30	$204,698	842	-9.1%	Shares	Sole	2022-11-02
2022-06-30	$251,844	926	+59.7%	Shares	Sole	2022-07-18
2022-03-31	$195,697	580	+10.3%	Shares	Sole	2022-04-19
2021-12-31	$205,445	526	+16.6%	Shares	Sole	2022-01-24
2021-09-30	$160,154	451	-4.4%	Shares	Sole	2021-10-19
2021-06-30	$171,038	472	+0.4%	Shares	Sole	2021-07-13
2021-03-31	$140,346	470	-2.7%	Shares	Sole	2021-05-03
2020-12-31	$140,185	483	-16.6%	Shares	Sole	2021-02-04
2020-09-30	$167,823	579	-10.0%	Shares	Sole	2020-10-26
2020-06-30	$176,651	643	+27.8%	Shares	Sole	2020-07-06
2020-03-31	$106,384	503	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.