Robertson Stephens Wealth Management, LLC
Position in MCO — Moodys Corp /De/
CIK 1767307
San Francisco, CA
Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,015,899
-$46,806 QoQ
Shares Held
2,243
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#710
of 1,401 holders
Holding Since
Mar 2024
10 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, 2026Robertson Stephens Wealth Management, LLC holds $3,352,059 across 4 Financial Data & Stock Exchanges names. MCO ranks #2 (30.3% of the industry book) .
All Filings in MCO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,899 | 2,243 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,062,705 | 2,436 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,329,742 | 2,603 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,231,224 | 2,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,300,622 | 2,593 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $805,178 | 1,729 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,662,948 | 3,513 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,761,164 | 5,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $877,218 | 2,084 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $813,572 | 2,070 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||