DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s MSCI MSCI Stock Holding History

DiNuzzo Private Wealth’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 		$3.77K Hold
7
– – ﹤0.01% 473
2026
Q2 		$3.92K Hold
7
– – ﹤0.01% 467
2026
Q1 		$3.77K Hold
7
– – ﹤0.01% 449
2025
Q4 		$4.02K Hold
7
– – ﹤0.01% 424
2025
Q3 		$3.98K Hold
7
– – ﹤0.01% 421
2025
Q2 		$4.04K Hold
7
– – ﹤0.01% 419
2025
Q1 		$3.96K Hold
7
– – ﹤0.01% 406
2024
Q4 		$4.2K Hold
7
– – ﹤0.01% 392
2024
Q3 		$4.08K Hold
7
– – ﹤0.01% 402
2024
Q2 		$3.37K Buy
7
+1
+17% +$496 ﹤0.01% 369
2024
Q1 		$3.36K Hold
6
– – ﹤0.01% 324
2023
Q4 		$3.39K Buy
+6
New +$3.1K ﹤0.01% 302

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

DiNuzzo Private Wealth's MSCI Position: Q3 2026 in Review

DiNuzzo Private Wealth held its MSCI (MSCI) position steady in Q3 2026 at 7 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

DiNuzzo Private Wealth first reported a position in MSCI in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.2K in Q4 2024. 110 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • DiNuzzo Private Wealth held 7 shares of MSCI worth $3.77K as of Q3 2026.
  • DiNuzzo Private Wealth left its MSCI share count unchanged in Q3 2026.
  • MSCI made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #473 holding.
  • DiNuzzo Private Wealth first reported a position in MSCI in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's MSCI position peaked at $4.2K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.