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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
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

Perigon Wealth Management's MSCI Position: Q1 2026 in Review

Perigon Wealth Management reduced its MSCI (MSCI) stake by 12% in Q1 2026, selling an estimated $55.3K and leaving 715 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #917.

Perigon Wealth Management first reported a position in MSCI in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.09M in Q2 2017. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Perigon Wealth Management held 715 shares of MSCI worth $385K as of Q1 2026.
  • Perigon Wealth Management sold 98 MSCI shares in Q1 2026, an estimated $55.3K.
  • MSCI made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #917 holding.
  • Perigon Wealth Management first reported a position in MSCI in Q4 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's MSCI position peaked at $1.09M in Q2 2017.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.