Position in MCO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$272,657
+$4,800 QoQ
Shares Held
602
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,050
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, 2026SAX WEALTH ADVISORS, LLC holds $3,415,569 across 4 Financial Data & Stock Exchanges names. MCO ranks #3 (8.0% of the industry book) .
All Filings in MCO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,657 | 602 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $267,857 | 614 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $313,661 | 614 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $276,834 | 581 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $286,407 | 571 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||