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Laird Norton Wetherby Wealth Management’s MSCI MSCI Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$808K Buy
1,424
+17
+1% +$9.61K 0.03% 436
2025
Q2 		$811K Buy
+1,407
New +$779K 0.04% 420
2024
Q4 		$826K Sell
1,377
-143
-9% -$85.8K 0.04% 383
2024
Q3 		$886K Sell
1,520
-42
-3% -$22.8K 0.04% 386
2024
Q2 		$752K Sell
1,562
-111
-7% -$55.1K 0.04% 417
2024
Q1 		$938K Sell
1,673
-13
-0.8% -$7.31K 0.04% 375
2023
Q4 		$954K Sell
1,686
-69
-4% -$35.6K 0.05% 365
2023
Q3 		$900K Buy
1,755
+31
+2% +$16.3K 0.05% 349
2023
Q2 		$809K Buy
1,724
+13
+0.8% +$6.34K 0.04% 386
2023
Q1 		$958K Sell
1,711
-18
-1% -$9.52K 0.06% 346
2022
Q4 		$804K Sell
1,729
-145
-8% -$67.5K 0.05% 370
2022
Q3 		$790K Buy
1,874
+305
+19% +$140K 0.06% 342
2022
Q2 		$647K Sell
1,569
-14
-0.9% -$6.09K 0.04% 410
2022
Q1 		$796K Buy
1,583
+240
+18% +$124K 0.05% 370
2021
Q4 		$823K Sell
1,343
-43
-3% -$27K 0.05% 361
2021
Q3 		$843K Buy
1,386
+53
+4% +$32.4K 0.05% 344
2021
Q2 		$711K Buy
1,333
+61
+5% +$29.1K 0.04% 391
2021
Q1 		$533K Sell
1,272
-54
-4% -$22.7K 0.04% 415
2020
Q4 		$592K Buy
1,326
+15
+1% +$5.88K 0.04% 413
2020
Q3 		$467K Buy
1,311
+20
+2% +$7.26K 0.04% 396
2020
Q2 		$431K Buy
1,291
+178
+16% +$57.6K 0.04% 398
2020
Q1 		$321K Sell
1,113
-127
-10% -$36K 0.04% 433
2019
Q4 		$321K Sell
1,240
-424
-25% -$103K 0.03% 521
2019
Q3 		$362K Buy
1,664
+113
+7% +$26.2K 0.04% 494
2019
Q2 		$371K Sell
1,551
-734
-32% -$165K 0.04% 473
2019
Q1 		$454K Sell
2,285
-396
-15% -$68.9K 0.06% 392
2018
Q4 		$395K Buy
2,681
+388
+17% +$59.1K 0.06% 388
2018
Q3 		$406K Buy
2,293
+212
+10% +$36.8K 0.05% 412
2018
Q2 		$344K Hold
2,081
– – 0.05% 435
2018
Q1 		$311K Buy
+2,081
New +$298K 0.04% 468

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MSCI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its MSCI (MSCI) stake by 1.2% in Q3 2025, buying an estimated $9.61K and bringing the position to 1,424 shares worth $808K. The position accounts for 0.03% of the portfolio, ranked #436.

Laird Norton Wetherby Wealth Management first reported a position in MSCI in Q1 2018 and has held it in 30 quarters since. The position peaked at $958K in Q1 2023. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,424 shares of MSCI worth $808K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 17 MSCI shares in Q3 2025, an estimated $9.61K.
  • MSCI made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #436 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in MSCI in Q1 2018 and has held it in 30 quarters since.
  • Laird Norton Wetherby Wealth Management's MSCI position peaked at $958K in Q1 2023.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.