Prestige Wealth Management Group’s MSCI MSCI Stock Holding History

Prestige Wealth Management 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	$1.68K	Hold	3	–	–	﹤0.01%	797
2026 Q1	$1.62K	Sell	3 -1	-25%	-$564	﹤0.01%	779
2025 Q4	$2.29K	Hold	4	–	–	﹤0.01%	731
2025 Q3	$2.27K	Hold	4	–	–	﹤0.01%	720
2025 Q2	$2.31K	Hold	4	–	–	﹤0.01%	710
2025 Q1	$2.26K	Hold	4	–	–	﹤0.01%	714
2024 Q4	$2.4K	Sell	4 -8	-67%	-$4.8K	﹤0.01%	747
2024 Q3	$7K	Hold	12	–	–	﹤0.01%	528
2024 Q2	$5.78K	Hold	12	–	–	﹤0.01%	517
2024 Q1	$6.73K	Hold	12	–	–	﹤0.01%	516
2023 Q4	$6.79K	Hold	12	–	–	﹤0.01%	529
2023 Q3	$6.16K	Buy	12 +1	+9%	+$525	﹤0.01%	541
2023 Q2	$5.16K	Buy	11 +2	+22%	+$976	﹤0.01%	589
2023 Q1	$5.04K	Buy	9 +5	+125%	+$2.65K	﹤0.01%	573
2022 Q4	$1.86K	Hold	4	–	–	﹤0.01%	849
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	755
2022 Q2	$2K	Sell	4 -2	-33%	-$871	﹤0.01%	768
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	721
2021 Q4	$4K	Hold	6	–	–	﹤0.01%	688
2021 Q3	$4K	Hold	6	–	–	﹤0.01%	689
2021 Q2	$3K	Buy	6 +2	+50%	+$953	﹤0.01%	736
2021 Q1	$2K	Buy	4 +1	+33%	+$420	﹤0.01%	798
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	865
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	804
2020 Q2	$1K	Sell	3 -6	-67%	-$1.94K	﹤0.01%	807
2020 Q1	$3K	Buy	+9	New	+$2.55K	﹤0.01%	584
2019 Q1	–	Sell	-12	Closed	-$2K	–	893
2018 Q4	$2K	Buy	+12	New	+$1.83K	﹤0.01%	840

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

Prestige Wealth Management Group's MSCI Position: Q2 2026 in Review

Prestige Wealth Management Group held its MSCI (MSCI) position steady in Q2 2026 at 3 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Prestige Wealth Management Group first reported a position in MSCI in Q4 2018 and has held it in 27 quarters since. The position peaked at $7K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Prestige Wealth Management Group held 3 shares of MSCI worth $1.68K as of Q2 2026.
Prestige Wealth Management Group left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #797 holding.
Prestige Wealth Management Group first reported a position in MSCI in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's MSCI position peaked at $7K in Q3 2024.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.