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Meridian Wealth Management’s MSCI MSCI Stock Holding History

Meridian 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 		$332K Sell
593
-27
-4% -$15.8K 0.01% 647
2026
Q1 		$334K Sell
620
-97
-14% -$54.7K 0.01% 622
2025
Q4 		$411K Buy
717
+78
+12% +$43.7K 0.01% 546
2025
Q3 		$362K Sell
639
-113
-15% -$63.9K 0.01% 547
2025
Q2 		$434K Sell
752
-10
-1% -$5.54K 0.02% 483
2025
Q1 		$431K Buy
762
+87
+13% +$50.6K 0.02% 435
2024
Q4 		$405K Buy
675
+8
+1% +$4.8K 0.02% 457
2024
Q3 		$389K Buy
667
+3
+0.5% +$1.63K 0.02% 468
2024
Q2 		$320K Buy
+664
New +$329K 0.04% 228
2024
Q1 		– Sell
-714
Closed -$404K – 386
2023
Q4 		$404K Sell
714
-138
-16% -$71.2K 0.03% 427
2023
Q3 		$437K Sell
852
-92
-10% -$48.3K 0.03% 392
2023
Q2 		$443K Buy
+944
New +$460K 0.04% 347
2021
Q1 		– Sell
-961
Closed -$429K – 372
2020
Q4 		$429K Buy
+961
New +$377K 0.07% 212
2019
Q4 		– Sell
-1,739
Closed -$379K – 206
2019
Q3 		$379K Buy
1,739
+75
+5% +$17.4K 0.18% 118
2019
Q2 		$397K Buy
1,664
+113
+7% +$25.3K 0.16% 110
2019
Q1 		$308K Buy
+1,551
New +$270K 0.14% 140

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

Meridian Wealth Management's MSCI Position: Q2 2026 in Review

Meridian Wealth Management reduced its MSCI (MSCI) stake by 4.4% in Q2 2026, selling an estimated $15.8K and leaving 593 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #647.

Meridian Wealth Management first reported a position in MSCI in Q1 2019 and has held it in 16 quarters since. The position peaked at $443K in Q2 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Meridian Wealth Management held 593 shares of MSCI worth $332K as of Q2 2026.
  • Meridian Wealth Management sold 27 MSCI shares in Q2 2026, an estimated $15.8K.
  • MSCI made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Meridian Wealth Management first reported a position in MSCI in Q1 2019 and has held it in 16 quarters since.
  • Meridian Wealth Management's MSCI position peaked at $443K in Q2 2023.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.