Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,076
+$150 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,337
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,157,075 across 8 Financial Data & Stock Exchanges names. MCO ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,418 | $546,542 | |
| 2 | CME |
Cme Group Inc.
|
1,505 | $332,348 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,151 | $264,808 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
27 | $6,552 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
9 | $4,076 | |
| 6 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
9 | $709 | |
| 8 | TRU |
TransUnion
|
5 | $360 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,076 | 9 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,926 | 9 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,597 | 9 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,288 | 9 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $4,514 | 9 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $4,191 | 9 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $4,260 | 9 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $4,271 | 9 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $3,788 | 9 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $3,537 | 9 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $3,515 | 9 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $2,845 | 9 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $3,129 | 9 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $5,202 | 17 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $4,735 | 17 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,375 | 18 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $5,166 | 19 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $91,100 | 270 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $98,425 | 252 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $83,095 | 234 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $68,850 | 190 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,672 | 19 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,513 | 19 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $4,637 | 16 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,395 | 16 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,441 | 21 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||