Castleview Partners, LLC

Position in MCO — Moodys Corp /De/

CIK 1737088 DALLAS, TX

Position in MCO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$352,824

+$5,569 QoQ

Shares Held

779

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#970

of 1,401 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Castleview Partners, LLC holds $667,006 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCO	Moodys Corp /De/ This page	779	$352,824
2	MSCI	MSCI Inc.	561	$314,182

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,824	779	-2.1%	Shares	Sole	2026-07-20
2026-03-31	$347,255	796	-5.6%	Shares	Sole	2026-05-01
2025-12-31	$430,646	843	+6.0%	Shares	Sole	2026-01-12
2025-09-30	$378,801	795	-6.2%	Shares	Sole	2025-10-10
2025-06-30	$425,348	848	-2.0%	Shares	Sole	2025-07-16
2025-03-31	$402,821	865	-13.3%	Shares	Sole	2025-04-22
2024-12-31	$472,423	998	+1.6%	Shares	Sole	2025-01-21
2024-09-30	$466,047	982	+2.9%	Shares	Sole	2024-10-21
2024-06-30	$401,567	954	-1.1%	Shares	Sole	2024-07-31
2024-03-31	$379,273	965	+4.9%	Shares	Sole	2024-05-10
2023-12-31	$359,315	920	+0.4%	Shares	Sole	2024-02-05
2023-09-30	$289,611	916	+5.4%	Shares	Sole	2023-10-26
2023-06-30	$302,168	869	+10.8%	Shares	Sole	2023-08-15
2023-03-31	$239,919	784	+0.6%	Shares	Sole	2023-05-16
2022-12-31	$217,044	779	+9.1%	Shares	Sole	2023-02-01
2022-09-30	$173,580	714	-71.8%	Shares	Sole	2022-11-10
2022-06-30	$687,812	2,529	+170.5%	Shares	Sole	2022-08-17
2022-03-31	$315,478	935	-99.7%	Shares	Sole	2022-05-16
2021-12-31	$936,000	365,582	+21635.0%	Shares	Sole	2022-02-17
2021-06-30	$609,506	1,682	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.