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HB Wealth Management’s MSCI MSCI Stock Holding History

HB 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 		$2.81M Sell
5,010
-252
-5% -$147K 0.02% 385
2026
Q1 		$2.84M Buy
5,262
+758
+17% +$427K 0.02% 352
2025
Q4 		$2.58M Sell
4,504
-81
-2% -$45.4K 0.02% 359
2025
Q3 		$2.6M Buy
4,585
+2,759
+151% +$1.56M 0.02% 366
2025
Q2 		$1.05M Buy
1,826
+304
+20% +$168K 0.01% 521
2025
Q1 		$861K Buy
1,522
+145
+11% +$84.3K 0.01% 584
2024
Q4 		$826K Buy
1,377
+89
+7% +$53.4K 0.01% 462
2024
Q3 		$751K Buy
1,288
+138
+12% +$74.8K 0.01% 456
2024
Q2 		$554K Buy
1,150
+257
+29% +$128K 0.01% 516
2024
Q1 		$500K Buy
893
+72
+9% +$40.5K 0.01% 502
2023
Q4 		$464K Sell
821
-138
-14% -$71.2K 0.01% 485
2023
Q3 		$492K Buy
959
+324
+51% +$170K 0.01% 432
2023
Q2 		$298K Sell
635
-85
-12% -$41.5K ﹤0.01% 548
2023
Q1 		$403K Sell
720
-23
-3% -$12.2K 0.01% 466
2022
Q4 		$346K Buy
743
+212
+40% +$98.6K 0.01% 484
2022
Q3 		$224K Buy
+531
New +$243K ﹤0.01% 517

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 $3.38T AUM 44.17% 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

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

HB Wealth Management reduced its MSCI (MSCI) stake by 4.8% in Q2 2026, selling an estimated $147K and leaving 5,010 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #385.

HB Wealth Management first reported a position in MSCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.84M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • HB Wealth Management held 5,010 shares of MSCI worth $2.81M as of Q2 2026.
  • HB Wealth Management sold 252 MSCI shares in Q2 2026, an estimated $147K.
  • MSCI made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #385 holding.
  • HB Wealth Management first reported a position in MSCI in Q3 2022 and has held it in 16 quarters since.
  • HB Wealth Management's MSCI position peaked at $2.84M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.