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Pinnacle Wealth Management Advisory Group’s MSCI MSCI Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		– Sell
-409
Closed -$235K – 574
2025
Q4 		$235K Buy
+409
New +$229K 0.02% 470

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

Pinnacle Wealth Management Advisory Group's MSCI Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of MSCI (MSCI) in Q1 2026, closing a stake of 409 shares — an estimated $235K sold.

Pinnacle Wealth Management Advisory Group first reported a position in MSCI in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 409 MSCI shares in Q1 2026, an estimated $235K.
  • Pinnacle Wealth Management Advisory Group first reported a position in MSCI in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's MSCI position peaked at $235K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.