Net Worth Advisory Group

Position in MCO — Moodys Corp /De/

CIK 1791998 SANDY, UT

Position in MCO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$280,357

+$21,661 QoQ

Shares Held

619

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,041

of 1,401 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $2,221,481 across 6 Financial Data & Stock Exchanges names. MCO ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	4,849	$596,960
2	CME	Cme Group Inc.	2,673	$590,278
3	MSCI	MSCI Inc.	561	$314,182
4	MCO	Moodys Corp /De/ This page	619	$280,357
5	SPGI	S&P Global Inc.	626	$228,096
6	CBOE	Cboe Global Markets, Inc.	872	$211,608

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,357	619	+4.4%	Shares	Sole	2026-07-14
2026-03-31	$258,696	593	+4.2%	Shares	Sole	2026-05-05
2025-12-31	$290,673	569	-6.7%	Shares	Sole	2026-01-14
2025-09-30	$290,652	610	-1.9%	Shares	Sole	2025-10-15
2025-06-30	$311,988	622	+2.1%	Shares	Sole	2025-07-22
2025-03-31	$283,605	609	-3.9%	Shares	Sole	2025-04-15
2024-12-31	$300,116	634	-2.3%	Shares	Sole	2025-02-07
2024-09-30	$308,008	649	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.