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ORG Wealth Partners’s MSCI MSCI Stock Holding History

ORG Wealth Partners’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 		$109K Sell
194
-513
-73% -$299K 0.02% 282
2026
Q1 		$381K Sell
707
-155
-18% -$87.4K 0.08% 158
2025
Q4 		$495K Sell
862
-50
-5% -$28K 0.12% 124
2025
Q3 		$517K Buy
912
+37
+4% +$20.9K 0.11% 123
2025
Q2 		$509K Buy
875
+95
+12% +$52.6K 0.12% 114
2025
Q1 		$442K Sell
780
-27
-3% -$15.7K 0.14% 122
2024
Q4 		$484K Buy
807
+66
+9% +$39.6K 0.15% 67
2024
Q3 		$432K Buy
+741
New +$402K 0.14% 75

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

ORG Wealth Partners's MSCI Position: Q2 2026 in Review

ORG Wealth Partners reduced its MSCI (MSCI) stake by 73% in Q2 2026, selling an estimated $299K and leaving 194 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #282.

ORG Wealth Partners first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $517K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • ORG Wealth Partners held 194 shares of MSCI worth $109K as of Q2 2026.
  • ORG Wealth Partners sold 513 MSCI shares in Q2 2026, an estimated $299K.
  • MSCI made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • ORG Wealth Partners first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's MSCI position peaked at $517K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.