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Portside Wealth Group’s MSCI MSCI Stock Holding History

Portside Wealth 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
Q2 		$1.48M Sell
2,640
-621
-19% -$362K 0.17% 138
2026
Q1 		$1.76M Sell
3,261
-2,130
-40% -$1.2M 0.24% 106
2025
Q4 		$3.09M Sell
5,391
-1,090
-17% -$611K 0.42% 56
2025
Q3 		$3.68M Sell
6,481
-704
-10% -$398K 0.51% 48
2025
Q2 		$4.14M Sell
7,185
-15
-0.2% -$8.3K 0.61% 40
2025
Q1 		$4.07M Sell
7,200
-131
-2% -$76.1K 0.66% 38
2024
Q4 		$4.4M Sell
7,331
-368
-5% -$221K 0.73% 36
2024
Q3 		$4.49M Buy
7,699
+2,761
+56% +$1.5M 0.77% 28
2024
Q2 		$2.38M Buy
+4,938
New +$2.45M 0.45% 59

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

Portside Wealth Group's MSCI Position: Q2 2026 in Review

Portside Wealth Group reduced its MSCI (MSCI) stake by 19% in Q2 2026, selling an estimated $362K and leaving 2,640 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #138.

Portside Wealth Group first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.49M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Portside Wealth Group held 2,640 shares of MSCI worth $1.48M as of Q2 2026.
  • Portside Wealth Group sold 621 MSCI shares in Q2 2026, an estimated $362K.
  • MSCI made up 0.17% of Portside Wealth Group's portfolio in Q2 2026, its #138 holding.
  • Portside Wealth Group first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Portside Wealth Group's MSCI position peaked at $4.49M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.