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Pinnacle Wealth Planning Services’s MSCI MSCI Stock Holding History

Pinnacle Wealth Planning Services’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 		$182K Buy
325
+35
+12% +$20.4K 0.02% 564
2026
Q1 		$156K Buy
290
+3
+1% +$1.69K 0.02% 571
2025
Q4 		$165K Buy
+287
New +$161K 0.02% 543
2024
Q4 		– Sell
-380
Closed -$222K – 501
2024
Q3 		$222K Buy
+380
New +$206K 0.03% 426
2024
Q2 		– Sell
-378
Closed -$212K – 537
2024
Q1 		$212K Hold
378
– – 0.03% 408
2023
Q4 		$214K Buy
+378
New +$195K 0.03% 379
2023
Q2 		– Sell
-394
Closed -$221K – 493
2023
Q1 		$221K Buy
+394
New +$208K 0.04% 353
2022
Q4 		– Sell
-578
Closed -$244K – 476
2022
Q3 		$244K Buy
578
+3
+0.5% +$1.37K 0.05% 282
2022
Q2 		$237K Buy
575
+127
+28% +$55.3K 0.04% 301
2022
Q1 		$225K Buy
+448
New +$232K 0.04% 344
2021
Q1 		– Sell
-231
Closed -$103K – 1335
2020
Q4 		$103K Buy
+231
New +$90.6K 0.02% 453

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

Pinnacle Wealth Planning Services's MSCI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MSCI (MSCI) stake by 12% in Q2 2026, buying an estimated $20.4K and bringing the position to 325 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #564.

Pinnacle Wealth Planning Services first reported a position in MSCI in Q4 2020 and has held it in 11 quarters since. The position peaked at $244K in Q3 2022. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 325 shares of MSCI worth $182K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 35 MSCI shares in Q2 2026, an estimated $20.4K.
  • MSCI made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #564 holding.
  • Pinnacle Wealth Planning Services first reported a position in MSCI in Q4 2020 and has held it in 11 quarters since.
  • Pinnacle Wealth Planning Services's MSCI position peaked at $244K in Q3 2022.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.