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Parcion Private Wealth’s MSCI MSCI Stock Holding History

Parcion Private 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 		$331K Buy
591
+94
+19% +$54.8K 0.02% 357
2026
Q1 		$268K Buy
497
+83
+20% +$46.8K 0.02% 357
2025
Q4 		$238K Sell
414
-115
-22% -$64.5K 0.01% 376
2025
Q3 		$300K Buy
+529
New +$299K 0.02% 274
2025
Q2 		– Sell
-756
Closed -$428K – 316
2025
Q1 		$428K Buy
+756
New +$439K 0.03% 180

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

Parcion Private Wealth's MSCI Position: Q2 2026 in Review

Parcion Private Wealth increased its MSCI (MSCI) stake by 19% in Q2 2026, buying an estimated $54.8K and bringing the position to 591 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #357.

Parcion Private Wealth first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $428K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Parcion Private Wealth held 591 shares of MSCI worth $331K as of Q2 2026.
  • Parcion Private Wealth bought 94 MSCI shares in Q2 2026, an estimated $54.8K.
  • MSCI made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #357 holding.
  • Parcion Private Wealth first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since.
  • Parcion Private Wealth's MSCI position peaked at $428K in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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