Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$436,614
-$53,294 QoQ
Shares Held
964
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#918
of 1,401 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. MCO ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,389 | $2,515,032 | |
| 2 | SPGI |
S&P Global Inc.
|
5,874 | $2,263,143 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,083 | $1,364,428 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,300 | $811,846 | |
| 5 | COIN |
Coinbase Global, Inc.
|
5,335 | $779,923 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
964 | $436,614 | |
| 7 | MSCI |
MSCI Inc.
|
770 | $431,230 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,256 | $304,793 |
All Filings in MCO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,614 | 964 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $489,908 | 1,123 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $265,642 | 520 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $387,854 | 814 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $189,099 | 377 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||