Institute for Wealth Management’s Madison Square Garden MSGE Stock Holding History

Institute for Wealth Management’s Portfolio MSGE Stock Details MSGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Buy	4,931 +65	+1%	+$4.43K	0.04%	374
2026 Q1	$287K	Sell	4,866 -44	-0.9%	-$2.6K	0.03%	437
2025 Q4	$265K	Sell	4,910 -74	-1%	-$3.56K	0.03%	467
2025 Q3	$225K	Sell	4,984 -572	-10%	-$23.2K	0.02%	522
2025 Q2	$222K	Buy	+5,556	New	+$196K	0.02%	514
2025 Q1	–	Sell	-5,819	Closed	-$207K	–	544
2024 Q4	$207K	Sell	5,819 -128	-2%	-$4.95K	0.03%	479
2024 Q3	$253K	Sell	5,947 -10	-0.2%	-$390	0.03%	457
2024 Q2	$204K	Hold	5,957	–	–	0.03%	477
2024 Q1	$234K	Buy	+5,957	New	+$212K	0.03%	446

Other funds holding MSGE

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starlite Capital Dallas, Texas $9.7B AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institute for Wealth Management's MSGE Position: Q2 2026 in Review

Institute for Wealth Management increased its Madison Square Garden (MSGE) stake by 1.3% in Q2 2026, buying an estimated $4.43K and bringing the position to 4,931 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #374.

Institute for Wealth Management first reported a position in MSGE in Q1 2024 and has held it in 9 quarters since. 278 funds tracked by Wall St. Rank hold MSGE as of Q2 2026.

Institute for Wealth Management held 4,931 shares of Madison Square Garden worth $399K as of Q2 2026.
Institute for Wealth Management bought 65 Madison Square Garden shares in Q2 2026, an estimated $4.43K.
Madison Square Garden made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #374 holding.
Institute for Wealth Management first reported a position in Madison Square Garden in Q1 2024 and has held it in 9 quarters since.
278 funds tracked by Wall St. Rank held Madison Square Garden as of Q2 2026.

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