Nvest Wealth Strategies, Inc.

Position in MCO — Moodys Corp /De/

CIK 2106942 POWELL, OH

Position in MCO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,264

+$956 QoQ

Shares Held

+66.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,366

of 1,401 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $42,785 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	99	$36,218
2	MCO	Moodys Corp /De/ This page	5	$2,264
3	NDAQ	Nasdaq, Inc.	25	$1,970
4	CBOE	Cboe Global Markets, Inc.	5	$1,213
5	MSCI	MSCI Inc.	2	$1,120

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,264	5	+66.7%	Shares	Other	2026-07-10
2026-03-31	$1,308	3	—	Shares	Other	2026-04-13
No filing history on record for this holder in this stock.