Premier Path Wealth Partners
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Premier Path Wealth Partners’s MSCI MSCI Stock Holding History

Premier Path Wealth Partners’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
Q3 		$339K Sell
630
-272
-30% -$156K 0.04% 310
2026
Q2 		$505K Buy
902
+133
+17% +$77.6K 0.06% 263
2026
Q1 		$415K Buy
769
+293
+62% +$165K 0.05% 299
2025
Q4 		$273K Buy
476
+88
+23% +$49.4K 0.04% 339
2025
Q3 		$220K Buy
388
+14
+4% +$7.91K 0.03% 376
2025
Q2 		$216K Buy
+374
New +$207K 0.03% 369

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Premier Path Wealth Partners's MSCI Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its MSCI (MSCI) stake by 30% in Q3 2026, selling an estimated $156K and leaving 630 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #310.

Premier Path Wealth Partners first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $505K in Q2 2026. 543 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Premier Path Wealth Partners held 630 shares of MSCI worth $339K as of Q3 2026.
  • Premier Path Wealth Partners sold 272 MSCI shares in Q3 2026, an estimated $156K.
  • MSCI made up 0.04% of Premier Path Wealth Partners's portfolio in Q3 2026, its #310 holding.
  • Premier Path Wealth Partners first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since.
  • Premier Path Wealth Partners's MSCI position peaked at $505K in Q2 2026.
  • 543 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.