Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
AKTIENPREIS
SecurityDE:DUT / Moody's Corporation
InstitutionAaron Wealth Advisors LLC
Latest Disclosed Ownership1,848 shares
Latest Disclosed Value $ 806,190
Aaron Wealth Advisors LLC reports 12.33% decrease in ownership of DUT / Moody's Corporation

On April 21, 2026 - Aaron Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 1,848 shares of Moody's Corporation (DE:DUT) valued at $694,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,108 shares of Moody's Corporation. This represents a change in shares of -12.33% during the quarter. The current value of the position is $715,176 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F MOODYS COM 615369105 1,848 -260 -12.33 806 -25.09 0.0458
2026-01-21 2025-12-31 13F MOODYS COM 615369105 2,108 661 45.68 1,077 56.17 0.0589
2025-10-03 2025-09-30 13F MOODYS COM 615369105 1,447 203 16.32 689 10.59 0.0409
2025-07-09 2025-06-30 13F MOODYS COM 615369105 1,244 39 3.24 624 11.05 0.0637
2025-04-28 2025-03-31 13F MOODYS COM 615369105 1,205 25 2.12 561 0.54 0.0643
2025-01-15 2024-12-31 13F MOODYS COM 615369105 1,180 57 5.08 559 4.89 0.0649
2024-10-17 2024-09-30 13F MOODYS COM 615369105 1,123 176 18.59 533 33.67 0.0635
2024-07-22 2024-06-30 13F MOODYS COM 615369105 947 127 15.49 399 23.60 0.0553
2024-04-25 2024-03-31 13F MOODYS COM 615369105 820 -252 -23.51 322 -22.97 0.0462
2024-01-26 2023-12-31 13F MOODYS COM 615369105 1,072 33 3.18 419 27.44 0.0694
2023-10-19 2023-09-30 13F MOODYS COM 615369105 1,039 3 0.29 329 -8.89 0.0424
2023-07-26 2023-06-30 13F MOODYS COM 615369105 1,036 277 36.50 360 55.17 0.0468
2023-05-02 2023-03-31 13F MOODYS COM 615369105 759 -59 -7.21 232 2.20 0.0319
2023-01-24 2022-12-31 13F MOODYS COM 615369105 818 -160 -16.36 228 -4.62 0.0333
2022-10-21 2022-09-30 13F Moodys COM 615369105 978 178 22.25 238 9.68 0.0439
2022-07-22 2022-06-30 13F MOODYS COM 615369105 800 -204,682 -99.61 217 -64.37 0.0545
2022-05-10 2022-03-31 13F MOODYS COM 615369105 205,482 204,866 33,257.47 609 153.75 0.0084
2022-01-21 2021-12-31 13F MOODYS COM 615369105 616 616 240 0.0671
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.