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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
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 		$3.97K 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Meridian Wealth Management's MSCI Position: Q1 2026 in Review

Meridian Wealth Management reduced its MSCI (MSCI) stake by 14% in Q1 2026, selling an estimated $54.7K and leaving 620 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #622.

Meridian Wealth Management first reported a position in MSCI in Q1 2019 and has held it in 15 quarters since. The position peaked at $443K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Meridian Wealth Management held 620 shares of MSCI worth $334K as of Q1 2026.
  • Meridian Wealth Management sold 97 MSCI shares in Q1 2026, an estimated $54.7K.
  • MSCI made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #622 holding.
  • Meridian Wealth Management first reported a position in MSCI in Q1 2019 and has held it in 15 quarters since.
  • Meridian Wealth Management's MSCI position peaked at $443K in Q2 2023.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.