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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
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 $6.73T 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

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

Aprio Wealth Management increased its MSCI (MSCI) stake by 3.7% in Q2 2026, buying an estimated $11.1K and bringing the position to 533 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #509.

Aprio Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Aprio Wealth Management held 533 shares of MSCI worth $298K as of Q2 2026.
  • Aprio Wealth Management bought 19 MSCI shares in Q2 2026, an estimated $11.1K.
  • MSCI made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Aprio Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.