Portus Wealth Advisors’s MSCI MSCI Stock Holding History

Portus Wealth Advisors’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	–	Sell	-4	Closed	-$2.16K	–	352
2026 Q1	$2.16K	Buy	+4	New	+$2.26K	﹤0.01%	268

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Portus Wealth Advisors's MSCI Position: Q2 2026 in Review

Portus Wealth Advisors sold out of MSCI (MSCI) in Q2 2026, closing a stake of 4 shares — an estimated $2.16K sold.

Portus Wealth Advisors first reported a position in MSCI in Q1 2026 and held it in 1 quarter. The position peaked at $2.16K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Portus Wealth Advisors reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 4 MSCI shares in Q2 2026, an estimated $2.16K.
Portus Wealth Advisors first reported a position in MSCI in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's MSCI position peaked at $2.16K in Q1 2026.
1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.