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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

MCO holding history

Moodys Corp in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of MCO by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−703−100.0%Sold outHolders
Q4 2025703$359.3K<0.1%+446+173.5%AddedHolders
Q3 2025257$122.5K<0.1%+257NewHolders
Q2 20240$00.0%−1,393−100.0%Sold outHolders
Q1 20241,393$547.6K<0.1%−119−7.9%ReducedHolders
Q4 20231,512$590.6K<0.1%+1,512NewHolders
Q4 20220$00.0%−2,406−100.0%Sold outHolders
Q3 20222,406$585.0K<0.1%+6+0.3%AddedHolders
Q2 20222,400$653.0K<0.1%−159−6.2%ReducedHolders
Q1 20222,559$863.0K<0.1%−473−15.6%ReducedHolders
Q4 20213,032$1.18M<0.1%+190+6.7%AddedHolders
Q3 20212,842$1.01M<0.1%+328+13.0%AddedHolders
Q2 20212,514$911.0K<0.1%−2,484−49.7%ReducedHolders
Q1 20214,998$1.49M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.