AWM
MSCI icon

Apollon Wealth Management’s MSCI MSCI Stock Holding History

Apollon Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.99M Buy
3,693
+496
+16% +$280K 0.03% 392
2025
Q4 		$1.83M Sell
3,197
-237
-7% -$133K 0.03% 388
2025
Q3 		$1.95M Sell
3,434
-269
-7% -$152K 0.03% 384
2025
Q2 		$2.14M Sell
3,703
-1,798
-33% -$995K 0.04% 349
2025
Q1 		$3.11M Buy
5,501
+489
+10% +$284K 0.07% 254
2024
Q4 		$3.01M Buy
5,012
+1,559
+45% +$935K 0.07% 259
2024
Q3 		$2.01M Sell
3,453
-90
-3% -$48.8K 0.06% 307
2024
Q2 		$1.71M Buy
3,543
+546
+18% +$271K 0.05% 331
2024
Q1 		$1.68M Buy
2,997
+229
+8% +$129K 0.05% 329
2023
Q4 		$1.57M Buy
2,768
+580
+27% +$299K 0.05% 320
2023
Q3 		$1.12M Buy
2,188
+295
+16% +$155K 0.06% 331
2023
Q2 		$888K Buy
1,893
+115
+6% +$56.1K 0.04% 425
2023
Q1 		$995K Sell
1,778
-156
-8% -$82.5K 0.06% 325
2022
Q4 		$900K Buy
1,934
+201
+12% +$93.5K 0.06% 334
2022
Q3 		$731K Buy
1,733
+1,189
+219% +$544K 0.06% 347
2022
Q2 		$224K Buy
544
+55
+11% +$23.9K 0.02% 652
2022
Q1 		$246K Sell
489
-744
-60% -$386K 0.02% 643
2021
Q4 		$755K Buy
1,233
+707
+134% +$443K 0.06% 360
2021
Q3 		$320K Buy
+526
New +$321K 0.04% 339
2020
Q3 		– Sell
-50
Closed -$17K – 493
2020
Q2 		$17K Buy
+50
New +$16.2K 0.01% 401

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Apollon Wealth Management's MSCI Position: Q1 2026 in Review

Apollon Wealth Management increased its MSCI (MSCI) stake by 16% in Q1 2026, buying an estimated $280K and bringing the position to 3,693 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #392.

Apollon Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.11M in Q1 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Apollon Wealth Management held 3,693 shares of MSCI worth $1.99M as of Q1 2026.
  • Apollon Wealth Management bought 496 MSCI shares in Q1 2026, an estimated $280K.
  • MSCI made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #392 holding.
  • Apollon Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's MSCI position peaked at $3.11M in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.