Daymark Wealth Partners’s MSCI MSCI Stock Holding History

Daymark Wealth Partners’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	$270K	Buy	482 +14	+3%	+$8.17K	0.01%	666
2026 Q1	$252K	Buy	+468	New	+$264K	0.01%	633

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daymark Wealth Partners's MSCI Position: Q2 2026 in Review

Daymark Wealth Partners increased its MSCI (MSCI) stake by 3% in Q2 2026, buying an estimated $8.17K and bringing the position to 482 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #666.

Daymark Wealth Partners first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Daymark Wealth Partners held 482 shares of MSCI worth $270K as of Q2 2026.
Daymark Wealth Partners bought 14 MSCI shares in Q2 2026, an estimated $8.17K.
MSCI made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #666 holding.
Daymark Wealth Partners first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.