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

Baron 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 		$268K Sell
498
-233
-32% -$133K 0.07% 223
2026
Q2 		$410K Buy
731
+179
+32% +$104K 0.11% 140
2026
Q1 		$298K Buy
552
+164
+42% +$92.5K 0.09% 183
2025
Q4 		$223K Buy
388
+24
+7% +$13.5K 0.07% 218
2025
Q3 		$207K Buy
364
+3
+0.8% +$1.7K 0.07% 219
2025
Q2 		$208K Buy
+361
New +$200K 0.07% 219

Other funds holding MSCI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Baron Wealth Management reduced its MSCI (MSCI) stake by 32% in Q3 2026, selling an estimated $133K and leaving 498 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #223.

Baron Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $410K in Q2 2026. 738 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Baron Wealth Management held 498 shares of MSCI worth $268K as of Q3 2026.
  • Baron Wealth Management sold 233 MSCI shares in Q3 2026, an estimated $133K.
  • MSCI made up 0.07% of Baron Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Baron Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since.
  • Baron Wealth Management's MSCI position peaked at $410K in Q2 2026.
  • 738 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.