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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47M Sell
3,656
-15
-0.4% -$5.31K 0.13% 154
2026
Q1
$1.18M Sell
3,671
-22
-0.6% -$6.56K 0.13% 174
2025
Q4
$955K Sell
3,693
-75
-2% -$17.1K 0.1% 202
2025
Q3
$855K Sell
3,768
-354
-9% -$72.6K 0.09% 226
2025
Q2
$861K Sell
4,122
-73
-2% -$14.1K 0.1% 221
2025
Q1
$817K Sell
4,195
-39
-0.9% -$8.06K 0.1% 219
2024
Q4
$956K Sell
4,234
-71
-2% -$15.8K 0.12% 179
2024
Q3
$897K Sell
4,305
-70
-2% -$14.1K 0.11% 197
2024
Q2
$823K Sell
4,375
-21
-0.5% -$3.89K 0.11% 197
2024
Q1
$811K Sell
4,396
-22
-0.5% -$4.09K 0.1% 202
2023
Q4
$803K Sell
4,418
-229
-5% -$39.7K 0.13% 182
2023
Q3
$819K Hold
4,647
0.15% 170
2023
Q2
$874K Buy
4,647
+8
+0.2% +$1.51K 0.15% 168
2023
Q1
$904K Buy
4,639
+42
+0.9% +$7.82K 0.17% 153
2022
Q4
$843K Buy
4,597
+604
+15% +$94.7K 0.18% 159
2022
Q3
$546K Sell
3,993
-6
-0.2% -$931 0.12% 218
2022
Q2
$604K Hold
3,999
0.12% 224
2022
Q1
$717K Sell
3,999
-8
-0.2% -$1.36K 0.12% 218
2021
Q4
$696K Sell
4,007
-54
-1% -$9.8K 0.11% 217
2021
Q3
$755K Buy
4,061
+11
+0.3% +$1.88K 0.13% 189
2021
Q2
$699K Buy
4,050
+110
+3% +$19.9K 0.12% 200
2021
Q1
$707K Buy
3,940
+68
+2% +$12.5K 0.13% 192
2020
Q4
$713K Sell
3,872
-268
-6% -$44.1K 0.14% 185
2020
Q3
$623K Sell
4,140
-63
-1% -$9.89K 0.14% 190
2020
Q2
$617K Sell
4,203
-1,704
-29% -$281K 0.15% 189
2020
Q1
$891K Buy
5,907
+687
+13% +$133K 0.27% 96
2019
Q4
$1.09M Sell
5,220
-127
-2% -$24.9K 0.25% 110
2019
Q3
$1M Sell
5,347
-28
-0.5% -$5.49K 0.25% 113
2019
Q2
$1.07M Buy
5,375
+75
+1% +$16K 0.24% 122
2019
Q1
$1.11M Buy
5,300
+183
+4% +$37.2K 0.24% 116
2018
Q4
$977K Buy
+5,117
New +$996K 0.4% 75

Other funds holding MSGS

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

Institute for Wealth Management reduced its Madison Square Garden (MSGS) stake by 0.41% in Q2 2026, selling an estimated $5.31K and leaving 3,656 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #154.

Institute for Wealth Management first reported a position in MSGS in Q4 2018 and has held it in 31 quarters since. 468 funds tracked by Wall St. Rank hold MSGS as of Q2 2026.

  • Institute for Wealth Management held 3,656 shares of Madison Square Garden worth $1.47M as of Q2 2026.
  • Institute for Wealth Management sold 15 Madison Square Garden shares in Q2 2026, an estimated $5.31K.
  • Madison Square Garden made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Institute for Wealth Management first reported a position in Madison Square Garden in Q4 2018 and has held it in 31 quarters since.
  • 468 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.