BHWM
MSCI icon

Bay Harbor Wealth Management’s MSCI MSCI Stock Holding History

Bay Harbor 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 		$7.28K Buy
13
+1
+8% +$583 ﹤0.01% 344
2026
Q1 		$6.47K Buy
12
+4
+50% +$2.26K ﹤0.01% 298
2025
Q4 		$4.59K Buy
8
+4
+100% +$2.24K ﹤0.01% 306
2025
Q3 		$2.27K Hold
4
– – ﹤0.01% 348
2025
Q2 		$2.31K Buy
4
+2
+100% +$1.11K ﹤0.01% 292
2025
Q1 		$1.13K Buy
+2
New +$1.16K ﹤0.01% 273

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

Bay Harbor Wealth Management's MSCI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its MSCI (MSCI) stake by 8.3% in Q2 2026, buying an estimated $583 and bringing the position to 13 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Bay Harbor Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bay Harbor Wealth Management held 13 shares of MSCI worth $7.28K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Bay Harbor Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.