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Private Wealth Management Group’s MSCI MSCI Stock Holding History

Private 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 		$23K Buy
41
+15
+58% +$8.75K 0.01% 348
2026
Q1 		$14K Buy
26
+7
+37% +$3.95K ﹤0.01% 431
2025
Q4 		$10.9K Sell
19
-1
-5% -$561 ﹤0.01% 487
2025
Q3 		$11.3K Hold
20
– – ﹤0.01% 471
2025
Q2 		$11.5K Hold
20
– – ﹤0.01% 442
2025
Q1 		$11.3K Hold
20
– – ﹤0.01% 429
2024
Q4 		$12K Hold
20
– – ﹤0.01% 423
2024
Q3 		$11.7K Hold
20
– – ﹤0.01% 416
2024
Q2 		$9.63K Hold
20
– – ﹤0.01% 451
2024
Q1 		$11.2K Hold
20
– – 0.01% 379
2023
Q4 		$11.3K Buy
+20
New +$10.3K 0.01% 381

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

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

Private Wealth Management Group increased its MSCI (MSCI) stake by 58% in Q2 2026, buying an estimated $8.75K and bringing the position to 41 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #348.

Private Wealth Management Group first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Private Wealth Management Group held 41 shares of MSCI worth $23K as of Q2 2026.
  • Private Wealth Management Group bought 15 MSCI shares in Q2 2026, an estimated $8.75K.
  • MSCI made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #348 holding.
  • Private Wealth Management Group first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.