AWM
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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
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 $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

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

Aprio Wealth Management increased its MSCI (MSCI) stake by 5.5% in Q1 2026, buying an estimated $15.2K and bringing the position to 514 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #505.

Aprio Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Aprio Wealth Management held 514 shares of MSCI worth $277K as of Q1 2026.
  • Aprio Wealth Management bought 27 MSCI shares in Q1 2026, an estimated $15.2K.
  • MSCI made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #505 holding.
  • Aprio Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • Aprio Wealth Management's MSCI position peaked at $279K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.