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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
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

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

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

Baron Wealth Management increased its MSCI (MSCI) stake by 32% in Q2 2026, buying an estimated $104K and bringing the position to 731 shares worth $410K. The position accounts for 0.11% of the portfolio, ranked #140.

Baron Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Baron Wealth Management held 731 shares of MSCI worth $410K as of Q2 2026.
  • Baron Wealth Management bought 179 MSCI shares in Q2 2026, an estimated $104K.
  • MSCI made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Baron Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.