Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
AKTIENPREIS
SecurityDE:DUT / Moody's Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,300 shares
Latest Disclosed Value $ 566,933
EverSource Wealth Advisors, LLC reports 40.24% increase in ownership of DUT / Moody's Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,300 shares of Moody's Corporation (DE:DUT) valued at $488,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 927 shares of Moody's Corporation. This represents a change in shares of 40.24% during the quarter. The current value of the position is $503,100 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)
2026-05-15 2026-03-31 13F/A-1 MOODYS CORP COM Stock 615369105 1,300 373 40.24 567 19.66 0.0026
2026-05-14 2026-03-31 13F MOODYS CORP COM Stock 615369105 4,731 3,804 145 0.0044
2026-02-06 2025-12-31 13F MOODYS CORP COM Stock 615369105 927 -32 -3.34 473 3.50 0.0174
2025-11-10 2025-09-30 13F MOODYS CORP COM Stock 615369105 959 -6 -0.62 457 -5.58 0.0181
2025-08-13 2025-06-30 13F MOODYS CORP COM Stock 615369105 965 239 32.92 484 43.62 0.0219
2025-05-13 2025-03-31 13F MOODYS CORP COM Stock 615369105 726 167 29.87 338 27.65 0.0186
2025-02-10 2024-12-31 13F MOODYS CORP COM Stock 615369105 559 28 5.27 265 4.76 0.0149
2024-11-08 2024-09-30 13F MOODYS CORP COM Stock 615369105 531 25 4.94 252 9.09 0.0160
2024-08-13 2024-06-30 13F MOODYS CORP COM Stock 615369105 506 -45 -8.17 231 13.24 0.0154
2024-06-11 2024-03-31 13F/A-1 MOODYS CORP COM Stock 615369105 551 225 69.02 204 60.63 0.0161
2024-05-13 2024-03-31 13F MOODYS CORP COM Stock 615369105 326 0 127 0.0045
2024-02-09 2023-12-31 13F MOODYS CORP COM Stock 615369105 326 31 10.51 127 36.56 0.0117
2023-11-03 2023-09-30 13F MOODYS CORP COM Stock 615369105 295 3 1.03 93 -7.92 0.0099
2023-08-04 2023-06-30 13F MOODYS CORP COM Stock 615369105 292 108 58.70 102 80.36 0.0112
2023-05-11 2023-03-31 13F MOODYS CORP COM Stock 615369105 184 -311 -62.83 56 -59.12 0.0070
2023-02-09 2022-12-31 13F MOODYS CORP COM Stock 615369105 495 -279 -36.05 138 -27.51 0.0209
2022-11-07 2022-09-30 13F MOODYS CORP COM Stock 615369105 774 105 15.70 189 3.28 0.0433
2022-08-01 2022-06-30 13F MOODYS CORP COM Stock 615369105 669 230 52.39 183 23.65 0.0472
2022-05-25 2022-03-31 13F MOODYS CORP COM Stock 615369105 439 306 230.08 148 190.20 0.0375
2022-02-17 2021-12-31 13F/A-1 MOODYS CORP COM Stock 615369105 133 133 51 0.0143
2022-02-07 2021-12-31 13F MOODYS CORP COM Stock 615369105 133 133 52 0.0146
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.