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Marks Group Wealth Management’s MSCI MSCI Stock Holding History

Marks Group 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
2026
Q2 		$782K Buy
1,397
+842
+152% +$491K 0.07% 224
2026
Q1 		$299K Sell
555
-9,173
-94% -$5.17M 0.03% 292
2025
Q4 		$5.58M Sell
9,728
-12,376
-56% -$6.94M 0.53% 72
2025
Q3 		$12.5M Sell
22,104
-740
-3% -$418K 1.17% 10
2025
Q2 		$13.2M Buy
22,844
+528
+2% +$292K 1.23% 11
2025
Q1 		$12.6M Buy
22,316
+753
+3% +$438K 1.21% 10
2024
Q4 		$12.9M Buy
21,563
+598
+3% +$359K 1.27% 12
2024
Q3 		$12.2M Buy
20,965
+1,220
+6% +$661K 1.17% 12
2024
Q2 		$9.51M Buy
19,745
+1,087
+6% +$539K 1% 15
2024
Q1 		$10.5M Buy
18,658
+866
+5% +$487K 1.09% 15
2023
Q4 		$10.1M Buy
17,792
+558
+3% +$288K 1.15% 11
2023
Q3 		$8.84M Buy
17,234
+113
+0.7% +$59.4K 1.09% 10
2023
Q2 		$8.03M Buy
17,121
+91
+0.5% +$44.4K 0.96% 15
2023
Q1 		$9.53M Sell
17,030
-429
-2% -$227K 1.22% 8
2022
Q4 		$8.12M Buy
17,459
+134
+0.8% +$62.3K 1.11% 9
2022
Q3 		$7.31M Buy
17,325
+455
+3% +$208K 1.11% 8
2022
Q2 		$6.95M Buy
16,870
+821
+5% +$357K 1% 15
2022
Q1 		$8.07M Buy
16,049
+1,521
+10% +$789K 1.01% 11
2021
Q4 		$8.92M Buy
14,528
+307
+2% +$193K 1.09% 13
2021
Q3 		$8.64M Sell
14,221
-2,650
-16% -$1.62M 1.17% 10
2021
Q2 		$9M Buy
16,871
+9
+0.1% +$4.29K 1.24% 9
2021
Q1 		$7.07M Buy
16,862
+704
+4% +$296K 1.05% 13
2020
Q4 		$7.21M Buy
16,158
+941
+6% +$369K 1.12% 12
2020
Q3 		$5.43M Buy
15,217
+583
+4% +$212K 0.98% 12
2020
Q2 		$4.88M Sell
14,634
-3,640
-20% -$1.18M 0.99% 13
2020
Q1 		$5.29M Sell
18,274
-466
-2% -$132K 1.37% 4
2019
Q4 		$4.84M Buy
+18,740
New +$4.57M 0.95% 27

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Marks Group Wealth Management's MSCI Position: Q2 2026 in Review

Marks Group Wealth Management increased its MSCI (MSCI) stake by 152% in Q2 2026, buying an estimated $491K and bringing the position to 1,397 shares worth $782K. The position accounts for 0.07% of the portfolio, ranked #224.

Marks Group Wealth Management first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.2M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Marks Group Wealth Management held 1,397 shares of MSCI worth $782K as of Q2 2026.
  • Marks Group Wealth Management bought 842 MSCI shares in Q2 2026, an estimated $491K.
  • MSCI made up 0.07% of Marks Group Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Marks Group Wealth Management first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's MSCI position peaked at $13.2M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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