Palumbo Wealth Management’s MSCI MSCI Stock Holding History

Palumbo 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	$1.94M	Sell	3,607 -833	-19%	-$470K	0.47%	44
2025 Q4	$2.55M	Buy	4,440 +5	+0.1%	+$2.8K	0.63%	39
2025 Q3	$2.5M	Buy	4,435 +51	+1%	+$28.8K	0.8%	34
2025 Q2	$2.53M	Buy	4,384 +123	+3%	+$68.1K	0.78%	33
2025 Q1	$2.41M	Buy	4,261 +799	+23%	+$464K	0.81%	36
2024 Q4	$2.08M	Buy	3,462 +442	+15%	+$265K	0.78%	33
2024 Q3	$1.76M	Buy	3,020 +82	+3%	+$44.5K	0.68%	45
2024 Q2	$1.42M	Buy	2,938 +797	+37%	+$395K	0.6%	48
2024 Q1	$1.2M	Buy	2,141 +485	+29%	+$273K	0.54%	50
2023 Q4	$937K	Buy	1,656 +80	+5%	+$41.3K	0.48%	53
2023 Q3	$808K	Buy	1,576 +472	+43%	+$248K	0.44%	52
2023 Q2	$518K	Buy	+1,104	New	+$539K	0.32%	57

Other funds holding MSCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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