IFWM
MSGE icon

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
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

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return