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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
Q2 		$2.06M Sell
3,670
-23
-0.6% -$13.4K 0.03% 483
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Apollon Wealth Management's MSCI Position: Q2 2026 in Review

Apollon Wealth Management reduced its MSCI (MSCI) stake by 0.62% in Q2 2026, selling an estimated $13.4K and leaving 3,670 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #483.

Apollon Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.11M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Apollon Wealth Management held 3,670 shares of MSCI worth $2.06M as of Q2 2026.
  • Apollon Wealth Management sold 23 MSCI shares in Q2 2026, an estimated $13.4K.
  • MSCI made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Apollon Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's MSCI position peaked at $3.11M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.