Marks Group Wealth Management, Inc

Position in MCO — Moodys Corp /De/

CIK 1802473 MINNETONKA, MN

Position in MCO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$275,375

-$5,338,355 QoQ

Shares Held

608

-94.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,046

of 1,401 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 37% Shared 63% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $11,819,187 across 5 Financial Data & Stock Exchanges names. MCO ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	55,098	$6,783,114
2	FDS	Factset Research Systems Inc	15,590	$3,586,947
3	MSCI	MSCI Inc.	1,397	$782,375
4	SPGI	S&P Global Inc.	1,016	$391,376
5	MCO	Moodys Corp /De/ This page	608	$275,375

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,375	608	-94.5%	Shares	Other	2026-07-28
2025-12-31	$5,613,730	10,989	-58.7%	Shares	Other	2026-02-11
2025-09-30	$12,670,079	26,591	-6.3%	Shares	Sole	2025-11-10
2025-06-30	$14,227,097	28,364	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$13,188,340	28,320	+1.5%	Shares	Other	2025-05-01
2024-12-31	$13,209,862	27,906	+1.4%	Shares	Other	2025-01-29
2024-09-30	$13,065,462	27,530	-1.2%	Shares	Other	2024-10-30
2024-06-30	$11,726,688	27,859	+2.0%	Shares	Other	2024-08-14
2024-03-31	$10,739,937	27,326	+2.8%	Shares	Other	2024-04-29
2023-12-31	$10,381,475	26,581	+0.6%	Shares	Other	2024-02-01
2023-09-30	$8,352,578	26,418	-1.8%	Shares	Other	2023-10-30
2023-06-30	$9,350,885	26,892	-0.7%	Shares	Other	2023-07-19
2023-03-31	$8,283,349	27,068	-0.0%	Shares	Other	2023-05-03
2022-12-31	$7,545,029	27,080	+1.1%	Shares	Other	2023-02-06
2022-09-30	$6,514,374	26,796	+25.7%	Shares	Other	2022-11-14
2022-06-30	$5,796,496	21,313	+4.3%	Shares	Other	2022-08-09
2022-03-31	$6,895,647	20,437	+13.3%	Shares	Other	2022-05-10
2021-09-30	$6,405,473	18,038	-0.2%	Shares	Other	2021-11-15
2021-06-30	$6,548,750	18,072	+0.6%	Shares	Other	2021-08-10
2021-03-31	$5,363,930	17,963	+6.0%	Shares	Sole	2021-05-17
2020-12-31	$4,918,406	16,946	+8.1%	Shares	Other	2021-02-08
2020-09-30	$4,541,658	15,669	+2.2%	Shares	Other	2020-11-10
2020-06-30	$4,212,984	15,335	-12.1%	Shares	Other	2020-08-10
2020-03-31	$3,688,137	17,438	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.