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Highline Wealth Partners’s MSCI MSCI Stock Holding History

Highline 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 		$9K Buy
16
+2
+14% +$1.17K ﹤0.01% 655
2026
Q1 		$7.58K Buy
14
+5
+56% +$2.82K ﹤0.01% 563
2025
Q4 		$5.2K Buy
9
+1
+13% +$561 ﹤0.01% 544
2025
Q3 		$4.57K Hold
8
– – ﹤0.01% 596
2025
Q2 		$4.63K Sell
8
-2
-20% -$1.11K ﹤0.01% 463
2025
Q1 		$5.67K Buy
10
+6
+150% +$3.49K ﹤0.01% 402
2024
Q4 		$2.41K Hold
4
– – ﹤0.01% 431
2024
Q3 		$2.34K Buy
4
+1
+33% +$542 ﹤0.01% 442
2024
Q2 		$1.45K Hold
3
– – ﹤0.01% 428
2024
Q1 		$1.68K Hold
3
– – ﹤0.01% 344
2023
Q4 		$1.7K Hold
3
– – ﹤0.01% 311
2023
Q3 		$1.54K Hold
3
– – ﹤0.01% 285
2023
Q2 		$1.41K Hold
3
– – ﹤0.01% 249
2023
Q1 		$1.68K Hold
3
– – ﹤0.01% 239
2022
Q4 		$1.4K Hold
3
– – ﹤0.01% 248
2022
Q3 		$1.26K Buy
+3
New +$1.37K ﹤0.01% 243

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

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

Highline Wealth Partners increased its MSCI (MSCI) stake by 14% in Q2 2026, buying an estimated $1.17K and bringing the position to 16 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Highline Wealth Partners first reported a position in MSCI in Q3 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Highline Wealth Partners held 16 shares of MSCI worth $9K as of Q2 2026.
  • Highline Wealth Partners bought 2 MSCI shares in Q2 2026, an estimated $1.17K.
  • MSCI made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #655 holding.
  • Highline Wealth Partners first reported a position in MSCI in Q3 2022 and has held it in 16 quarters since.
  • 158 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.