Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,867,562
+$1,534,588 QoQ
Shares Held
35,034
+6.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#247
of 1,401 holders
Holding Since
Mar 2020
25 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, 2026AE Wealth Management LLC holds $54,953,933 across 10 Financial Data & Stock Exchanges names. MCO ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
74,546 | $17,151,517 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
35,034 | $15,867,562 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
44,178 | $5,438,728 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
60,617 | $4,777,821 | |
| 5 | SPGI |
S&P Global Inc.
|
11,762 | $4,531,969 | |
| 6 | TRU |
TransUnion
|
41,261 | $2,976,548 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12,547 | $1,834,231 | |
| 8 | CME |
Cme Group Inc.
|
5,489 | $1,212,118 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,867,562 | 35,034 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $14,332,974 | 32,855 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,493,277 | 32,286 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $962,474 | 2,020 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $957,025 | 1,908 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $614,701 | 1,320 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $615,374 | 1,300 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $563,334 | 1,187 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,057,468 | 12,015 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $326,604 | 831 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $538,972 | 1,380 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $395,212 | 1,250 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $392,228 | 1,128 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $223,088 | 729 | Shares | Sole | 2023-04-14 | |
| 2022-09-30 | $282,250 | 1,161 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $567,873 | 2,088 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,180,080 | 33,135 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $13,533,987 | 34,651 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $14,837,916 | 41,784 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $14,372,318 | 39,662 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,891,546 | 39,823 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $13,308,374 | 45,853 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,313,750 | 32,133 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $6,581,157 | 23,955 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,084,967 | 9,858 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||