RSWM
MSCI icon

Robertson Stephens Wealth Management’s MSCI MSCI Stock Holding History

Robertson Stephens 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 		$312K Sell
557
-14
-2% -$8.17K 0.01% 515
2026
Q1 		$308K Buy
571
+3
+0.5% +$1.69K 0.01% 509
2025
Q4 		$326K Buy
568
+17
+3% +$9.54K 0.01% 510
2025
Q3 		$313K Sell
551
-31
-5% -$17.5K 0.01% 438
2025
Q2 		$336K Buy
582
+4
+0.7% +$2.21K 0.01% 437
2025
Q1 		$327K Sell
578
-185
-24% -$108K 0.01% 441
2024
Q4 		$458K Sell
763
-2,095
-73% -$1.26M 0.02% 372
2024
Q3 		$1.67M Buy
2,858
+766
+37% +$415K 0.06% 214
2024
Q2 		$1.01M Buy
2,092
+416
+25% +$206K 0.05% 227
2024
Q1 		$939K Buy
1,676
+1,240
+284% +$697K 0.05% 242
2023
Q4 		$247K Buy
436
+7
+2% +$3.61K 0.02% 410
2023
Q3 		$220K Buy
+429
New +$225K 0.01% 417
2023
Q2 		– Sell
-391
Closed -$219K – 443
2023
Q1 		$219K Buy
+391
New +$207K 0.02% 412
2022
Q1 		– Sell
-422
Closed -$258K – 399
2021
Q4 		$258K Buy
+422
New +$265K 0.02% 340

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robertson Stephens Wealth Management's MSCI Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its MSCI (MSCI) stake by 2.5% in Q2 2026, selling an estimated $8.17K and leaving 557 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #515.

Robertson Stephens Wealth Management first reported a position in MSCI in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2024. 417 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Robertson Stephens Wealth Management held 557 shares of MSCI worth $312K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 14 MSCI shares in Q2 2026, an estimated $8.17K.
  • MSCI made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Robertson Stephens Wealth Management first reported a position in MSCI in Q4 2021 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's MSCI position peaked at $1.67M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.