Aprio Wealth Management
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Aprio Wealth Management’s MSCI MSCI Stock Holding History

Aprio 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
Q3 		$263K Sell
489
-44
-8% -$25.2K 0.01% 556
2026
Q2 		$298K Buy
533
+19
+4% +$11.1K 0.01% 509
2026
Q1 		$277K Buy
514
+27
+6% +$15.2K 0.02% 505
2025
Q4 		$279K Buy
487
+90
+23% +$50.5K 0.02% 453
2025
Q3 		$225K Buy
+397
New +$224K 0.02% 399
2025
Q2 		– Sell
-450
Closed -$255K – 424
2025
Q1 		$255K Buy
450
+72
+19% +$41.9K 0.03% 302
2024
Q4 		$227K Buy
+378
New +$227K 0.03% 277

Other funds holding MSCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Aprio Wealth Management's MSCI Position: Q3 2026 in Review

Aprio Wealth Management reduced its MSCI (MSCI) stake by 8.3% in Q3 2026, selling an estimated $25.2K and leaving 489 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #556.

Aprio Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q2 2026. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Aprio Wealth Management held 489 shares of MSCI worth $263K as of Q3 2026.
  • Aprio Wealth Management sold 44 MSCI shares in Q3 2026, an estimated $25.2K.
  • MSCI made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #556 holding.
  • Aprio Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's MSCI position peaked at $298K in Q2 2026.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.