Quotient Wealth Partners, LLC

Position in MCO — Moodys Corp /De/

CIK 2004904 DALLAS, TX

Position in MCO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$335,160

+$33,275 QoQ

Shares Held

740

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#985

of 1,401 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $1,698,437 across 5 Financial Data & Stock Exchanges names. MCO ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,243	$478,937
2	CME	Cme Group Inc.	1,642	$362,602
3	MCO	Moodys Corp /De/ This page	740	$335,160
4	NDAQ	Nasdaq, Inc.	3,608	$284,382
5	ICE	Intercontinental Exchange, Inc.	1,928	$237,356

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,160	740	+6.9%	Shares	Sole	2026-08-03
2026-03-31	$301,885	692	+0.7%	Shares	Sole	2026-04-16
2025-12-31	$350,953	687	+0.3%	Shares	Sole	2026-01-22
2025-09-30	$326,388	685	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$343,087	684	+15.0%	Shares	Sole	2025-07-29
2025-03-31	$277,085	595	-3.7%	Shares	Sole	2025-04-30
2024-12-31	$292,542	618	+4.4%	Shares	Sole	2025-01-28
2024-09-30	$280,957	592	+14.3%	Shares	Sole	2024-10-09
2024-06-30	$218,041	518	+0.2%	Shares	Sole	2024-07-24
2023-12-31	$201,919	517	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.