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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MCO holding history

Moodys Corp in every 13F filed by AE Wealth Management 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 (Q2 2026)
35,034
Value
$15.9M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MCO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,034$15.9M0.1%+2,179+6.6%AddedHolders
Q1 202632,855$14.3M0.1%+569+1.8%AddedHolders
Q4 202532,286$16.5M0.1%+30,266+1,498.3%AddedHolders
Q3 20252,020$962.6K<0.1%+112+5.9%AddedHolders
Q2 20251,908$957.4K<0.1%+588+44.5%AddedHolders
Q1 20251,320$614.9K<0.1%+20+1.5%AddedHolders
Q4 20241,300$615.6K<0.1%+113+9.5%AddedHolders
Q3 20241,187$563.6K<0.1%−10,828−90.1%ReducedHolders
Q2 202412,015$5.06M0.1%+11,184+1,345.8%AddedHolders
Q1 2024831$326.6K<0.1%−549−39.8%ReducedHolders
Q4 20231,380$537.1K<0.1%+130+10.4%AddedHolders
Q3 20231,250$395.4K<0.1%+122+10.8%AddedHolders
Q2 20231,128$392.2K<0.1%+399+54.7%AddedHolders
Q1 2023729$223.2K<0.1%+729NewHolders
Q4 20220$00.0%−1,161−100.0%Sold outHolders
Q3 20221,161$282.0K<0.1%−927−44.4%ReducedHolders
Q2 20222,088$568.0K<0.1%−31,047−93.7%ReducedHolders
Q1 202233,135$11.2M0.1%−1,516−4.4%ReducedHolders
Q4 202134,651$13.5M0.1%−7,133−17.1%ReducedHolders
Q3 202141,784$14.8M0.1%+2,122+5.4%AddedHolders
Q2 202139,662$14.4M0.1%−161−0.4%ReducedHolders
Q1 202139,823$11.9M0.1%––Holders

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