Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
MCO holding history
Moodys Corp in every 13F filed by Diversify 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)
- 1,245
- Value
- $605.0K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,245 | $605.0K | <0.1% | −33−2.6% | Reduced | Holders |
| Q1 2026 | 1,278 | $588.2K | <0.1% | +303+31.1% | Added | Holders |
| Q4 2025 | 975 | $521.4K | <0.1% | −8,924−90.2% | Reduced | Holders |
| Q3 2025 | 9,899 | $4.81M | 0.3% | +784+8.6% | Added | Holders |
| Q2 2025 | 9,115 | $4.70M | 0.3% | +514+6.0% | Added | Holders |
| Q1 2025 | 8,601 | $3.84M | 0.3% | +8,601 | New | Holders |