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Rialto Wealth Management’s MSCI MSCI Stock Holding History

Rialto Wealth Management’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 		$21.8K Buy
39
+3
+8% +$1.75K ﹤0.01% 416
2026
Q1 		$19.4K Buy
36
+2
+6% +$1.13K ﹤0.01% 385
2025
Q4 		$19.5K Buy
34
+1
+3% +$561 ﹤0.01% 368
2025
Q3 		$18.7K Sell
33
-1
-3% -$565 ﹤0.01% 361
2025
Q2 		$19.6K Buy
34
+2
+6% +$1.11K 0.01% 357
2025
Q1 		$18.1K Hold
32
– – 0.01% 356
2024
Q4 		$19.2K Buy
+32
New +$19.2K 0.01% 351

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's MSCI Position: Q2 2026 in Review

Rialto Wealth Management increased its MSCI (MSCI) stake by 8.3% in Q2 2026, buying an estimated $1.75K and bringing the position to 39 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Rialto Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Rialto Wealth Management held 39 shares of MSCI worth $21.8K as of Q2 2026.
  • Rialto Wealth Management bought 3 MSCI shares in Q2 2026, an estimated $1.75K.
  • MSCI made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Rialto Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.