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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
Q2 		$1.96M Sell
3,507
-100
-3% -$58.3K 0.41% 48
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
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

Palumbo Wealth Management's MSCI Position: Q2 2026 in Review

Palumbo Wealth Management reduced its MSCI (MSCI) stake by 2.8% in Q2 2026, selling an estimated $58.3K and leaving 3,507 shares worth $1.96M. The position accounts for 0.41% of the portfolio, ranked #48.

Palumbo Wealth Management first reported a position in MSCI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.55M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Palumbo Wealth Management held 3,507 shares of MSCI worth $1.96M as of Q2 2026.
  • Palumbo Wealth Management sold 100 MSCI shares in Q2 2026, an estimated $58.3K.
  • MSCI made up 0.41% of Palumbo Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Palumbo Wealth Management first reported a position in MSCI in Q2 2023 and has held it in 13 quarters since.
  • Palumbo Wealth Management's MSCI position peaked at $2.55M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.