PWM
MSCI icon

Perigon Wealth Management’s MSCI MSCI Stock Holding History

Perigon 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 		$426K Buy
760
+45
+6% +$26.3K 0.01% 969
2026
Q1 		$385K Sell
715
-98
-12% -$55.3K 0.01% 917
2025
Q4 		$466K Sell
813
-148
-15% -$83K 0.01% 833
2025
Q3 		$545K Buy
961
+286
+42% +$162K 0.01% 705
2025
Q2 		$389K Buy
675
+86
+15% +$47.6K 0.01% 751
2025
Q1 		$333K Buy
589
+14
+2% +$8.14K 0.01% 772
2024
Q4 		$351K Buy
575
+20
+4% +$12K 0.01% 763
2024
Q3 		$324K Sell
555
-23
-4% -$12.5K 0.01% 759
2024
Q2 		$278K Sell
578
-59
-9% -$29.3K 0.01% 719
2024
Q1 		$357K Sell
637
-15
-2% -$8.43K 0.01% 627
2023
Q4 		$369K Buy
652
+1
+0.2% +$516 0.01% 594
2023
Q3 		$334K Sell
651
-40
-6% -$21K 0.01% 551
2023
Q2 		$324K Sell
691
-15
-2% -$7.32K 0.01% 579
2023
Q1 		$395K Sell
706
-18
-2% -$9.52K 0.02% 449
2022
Q4 		$337K Buy
724
+79
+12% +$36.8K 0.02% 498
2022
Q3 		$272K Buy
645
+22
+4% +$10.1K 0.02% 447
2022
Q2 		$257K Buy
623
+97
+18% +$42.2K 0.02% 467
2022
Q1 		$265K Sell
526
-351
-40% -$182K 0.02% 503
2021
Q4 		$537K Hold
877
– – 0.04% 329
2021
Q3 		$534K Buy
877
+34
+4% +$20.8K 0.05% 293
2021
Q2 		$449K Buy
843
+232
+38% +$111K 0.04% 330
2021
Q1 		$256K Buy
611
+223
+57% +$93.7K 0.03% 419
2020
Q4 		$173K Buy
+388
New +$152K 0.02% 423
2017
Q3 		– Sell
-10,543
Closed -$1.09M – 690
2017
Q2 		$1.09M Buy
10,543
+892
+9% +$89.8K 0.24% 111
2017
Q1 		$938K Buy
9,651
+993
+11% +$90K 0.2% 119
2016
Q4 		$826K Buy
+8,658
New +$698K 0.18% 124

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

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

Perigon Wealth Management increased its MSCI (MSCI) stake by 6.3% in Q2 2026, buying an estimated $26.3K and bringing the position to 760 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #969.

Perigon Wealth Management first reported a position in MSCI in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.09M in Q2 2017. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Perigon Wealth Management held 760 shares of MSCI worth $426K as of Q2 2026.
  • Perigon Wealth Management bought 45 MSCI shares in Q2 2026, an estimated $26.3K.
  • MSCI made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #969 holding.
  • Perigon Wealth Management first reported a position in MSCI in Q4 2016 and has held it in 26 quarters since.
  • Perigon Wealth Management's MSCI position peaked at $1.09M in Q2 2017.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.