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Leo Wealth LLC’s MSCI MSCI Stock Holding History

Leo Wealth LLC’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
Q1 		$415K Buy
+770
New +$434K 0.03% 294

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Leo Wealth LLC's MSCI Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in MSCI (MSCI) in Q1 2026: 770 shares worth $415K. The stake represents 0.03% of the portfolio and ranks #294 among its holdings.

1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Leo Wealth LLC held 770 shares of MSCI worth $415K as of Q1 2026.
  • MSCI was a new Leo Wealth LLC position in Q1 2026.
  • MSCI made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #294 holding.
  • 1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.