Sax Wealth Advisors »

Moody's Corporation shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Moody's Corporation

Tip: Access up to 7 years of quarterly data

All positions including Moody's Corporation held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moody's Corporation by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 581 476.48
2025-06-30 $287k 571 501.93

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Moody's Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
TCI Fund Management
State Street Corporation
FMR
Geode Capital Management
Fiera Capital Corporation
Bank of New York Mellon
Morgan Stanley
StonePine Asset Management
Akre Capital Management
Northern Trust
Goldman Sachs Group
Massachusetts Financial Services

View all funds holding Moody's Corporation