Meridian Wealth Management
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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
Q3 		$325K Buy
603
+10
+2% +$5.72K 0.01% 645
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meridian Wealth Management's MSCI Position: Q3 2026 in Review

Meridian Wealth Management increased its MSCI (MSCI) stake by 1.7% in Q3 2026, buying an estimated $5.72K and bringing the position to 603 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #645.

Meridian Wealth Management first reported a position in MSCI in Q1 2019 and has held it in 17 quarters since. The position peaked at $443K in Q2 2023. 738 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Meridian Wealth Management held 603 shares of MSCI worth $325K as of Q3 2026.
  • Meridian Wealth Management bought 10 MSCI shares in Q3 2026, an estimated $5.72K.
  • MSCI made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #645 holding.
  • Meridian Wealth Management first reported a position in MSCI in Q1 2019 and has held it in 17 quarters since.
  • Meridian Wealth Management's MSCI position peaked at $443K in Q2 2023.
  • 738 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.