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NewEdge Wealth’s MSCI MSCI Stock Holding History

NewEdge Wealth’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 		$1.41M Buy
2,519
+210
+9% +$123K 0.01% 560
2026
Q1 		$1.24M Sell
2,309
-1,445
-38% -$815K 0.01% 562
2025
Q4 		$2.15M Buy
3,754
+1,002
+36% +$562K 0.02% 427
2025
Q3 		$1.57M Buy
2,752
+413
+18% +$233K 0.02% 449
2025
Q2 		$1.28M Sell
2,339
-119
-5% -$65.9K 0.02% 474
2025
Q1 		$1.39M Sell
2,458
-517
-17% -$301K 0.03% 422
2024
Q4 		$1.79M Sell
2,975
-10
-0.3% -$6K 0.03% 375
2024
Q3 		$1.74M Buy
2,985
+1,258
+73% +$682K 0.03% 371
2024
Q2 		$832K Buy
1,727
+1,055
+157% +$523K 0.02% 444
2024
Q1 		$314K Buy
672
+53
+9% +$29.8K 0.01% 653
2023
Q4 		$350K Sell
619
-26
-4% -$13.4K 0.01% 586
2023
Q3 		$331K Buy
645
+128
+25% +$67.3K 0.01% 527
2023
Q2 		$243K Buy
517
+72
+16% +$35.1K 0.01% 574
2023
Q1 		$249K Buy
+445
New +$235K 0.01% 540
2022
Q2 		– Sell
-2,213
Closed -$1.11M – 571
2022
Q1 		$1.11M Sell
2,213
-1,286
-37% -$667K 0.05% 215
2021
Q4 		$2.14M Buy
3,499
+106
+3% +$66.5K 0.09% 163
2021
Q3 		$2.06M Buy
3,393
+315
+10% +$192K 0.12% 127
2021
Q2 		$1.64M Sell
3,078
-38
-1% -$18.1K 0.13% 140
2021
Q1 		$1.31M Buy
3,116
+2,511
+415% +$1.06M 0.13% 135
2020
Q4 		$270K Buy
+605
New +$237K 0.08% 129

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

NewEdge Wealth's MSCI Position: Q2 2026 in Review

NewEdge Wealth increased its MSCI (MSCI) stake by 9.1% in Q2 2026, buying an estimated $123K and bringing the position to 2,519 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #560.

NewEdge Wealth first reported a position in MSCI in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.15M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • NewEdge Wealth held 2,519 shares of MSCI worth $1.41M as of Q2 2026.
  • NewEdge Wealth bought 210 MSCI shares in Q2 2026, an estimated $123K.
  • MSCI made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #560 holding.
  • NewEdge Wealth first reported a position in MSCI in Q4 2020 and has held it in 20 quarters since.
  • NewEdge Wealth's MSCI position peaked at $2.15M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.