SEC 13F Intelligence

Perigon Wealth Management, LLC / DUT

Perigon Wealth Management, LLC’s Moodys Corp Position

Does Perigon Wealth Management, LLC own Moodys Corp (DUT)? Yes — 46.3K shares worth $20M (+0.37% of its 13F portfolio) as of Q1 2026, down from 55.3K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
46.3K
% of Portfolio
+0.37%
Quarters Held
30
currently held

Position History DUT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $20MQ3 ’23: $18MQ4 ’23: $22MQ4 ’23Q1 ’24: $22MQ2 ’24: $23MQ3 ’24: $26MQ4 ’24: $27MQ4 ’24Q1 ’25: $26MQ2 ’25: $28MQ3 ’25: $26MQ4 ’25: $28MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.3K$20M+0.37%
Q4 202555.3K$28M+0.50%
Q3 202555.5K$26M+0.54%
Q2 202555.4K$28M+0.65%
Q1 202555.3K$26M+0.66%
Q4 202455.3K$27M+0.65%
Q3 202455.7K$26M+0.70%
Q2 202455.5K$23M+0.68%
Q1 202456.0K$22M+0.67%
Q4 202356.0K$22M+0.71%
Q3 202356.0K$18M+0.72%
Q2 202356.3K$20M+0.77%
Q1 202327.2K$8M+0.47%
Q4 202227.2K$8M+0.47%
Q3 202227.3K$7M+0.57%
Q2 202228.3K$8M+0.64%
Q1 202228.1K$9M+0.67%
Q4 202128.7K$11M+0.80%
Q3 202128.6K$10M+0.88%
Q2 202128.6K$10M+0.92%
Q1 202128.0K$8M+0.85%
Q4 202028.6K$8M+0.96%
Q3 202026.4K$8M+1.07%
Q2 202026.1K$7M+1.14%
Q1 202025.5K$6M+1.15%
Q4 201925.3K$6M+1.25%
Q3 201923.7K$5M+1.22%
Q2 201924.9K$5M+1.14%
Q1 201924.8K$5M+1.11%
Q4 201824.6K$4M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Perigon Wealth Management, LLC’s full portfolio or all institutional holders of DUT.